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 | $39,521 | $148,534-73.4% | $135,903-70.9% | $139,434-71.7% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 17.97% | 79.19%-61.2pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $211 | $5,243-96.0% | $4,856-95.6% | $4,751-95.6% |
| Participant deferral / active EE | $211 | $8,100-97.4% | $7,758-97.3% | $6,710-96.9% |
| Admin fee / account holder | $97 | $12,400-99.2% | $10,762-99.1% | $11,403-99.1% |