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 | $58,309 | $202,318-71.2% | $172,739-66.2% | $152,861-61.9% |
| Participation rate | 38.9% | 87.1%-48.2pp | 82.6%-43.8pp | 82.4%-43.6pp |
| Annual return | 21.00% | 1029.65%-1008.7pp | 802.84%-781.8pp | 345.32%-324.3pp |
| Employer contribution / active EE | $911 | $5,856-84.4% | $5,143-82.3% | $4,762-80.9% |
| Participant deferral / active EE | $1,883 | $5,948-68.3% | $5,198-63.8% | $5,850-67.8% |
| Admin fee / account holder | $275 | $17,109-98.4% | $13,954-98.0% | $11,596-97.6% |