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 | $45,457 | $185,822-75.5% | $169,993-73.3% | $139,434-67.4% |
| Participation rate | 55.6% | 87.8%-32.2pp | 87.0%-31.4pp | 80.3%-24.8pp |
| Annual return | 17.50% | 60.50%-43.0pp | 53.37%-35.9pp | 372.94%-355.4pp |
| Employer contribution / active EE | $731 | $7,590-90.4% | $6,785-89.2% | $4,751-84.6% |
| Participant deferral / active EE | $1,194 | $11,622-89.7% | $10,408-88.5% | $6,710-82.2% |
| Admin fee / account holder | $18 | $15,381-99.9% | $12,815-99.9% | $11,403-99.8% |