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 | $25,921 | $159,602-83.8% | $150,045-82.7% | $142,382-81.8% |
| Participation rate | 22.2% | 84.0%-61.8pp | 82.3%-60.1pp | 80.1%-57.9pp |
| Annual return | 20.77% | 70.24%-49.5pp | 62.55%-41.8pp | 217.08%-196.3pp |
| Employer contribution / active EE | $58 | $4,961-98.8% | $4,693-98.8% | $4,299-98.7% |
| Participant deferral / active EE | $397 | $8,310-95.2% | $7,997-95.0% | $6,507-93.9% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |