See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,409 | $159,901-88.5% | $146,958-87.5% | $145,922-87.4% |
| Participation rate | 11.8% | 84.0%-72.2pp | 82.2%-70.4pp | 80.3%-68.5pp |
| Annual return | 15.35% | 98.13%-82.8pp | 418.34%-403.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $135 | $5,286-97.4% | $4,933-97.3% | $4,660-97.1% |
| Participant deferral / active EE | $275 | $8,428-96.7% | $8,070-96.6% | $6,688-95.9% |
| Admin fee / account holder | $122 | $15,044-99.2% | $12,998-99.1% | $13,397-99.1% |