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 | $30,237 | $217,402-86.1% | $185,823-83.7% | $167,490-81.9% |
| Participation rate | 18.2% | 86.0%-67.9pp | 81.7%-63.5pp | 82.1%-63.9pp |
| Annual return | 9.81% | 148.36%-138.6pp | 122.05%-112.2pp | 478.56%-468.8pp |
| Employer contribution / active EE | $62 | $5,873-98.9% | $5,167-98.8% | $4,837-98.7% |
| Participant deferral / active EE | $247 | $6,356-96.1% | $5,568-95.6% | $6,341-96.1% |
| Admin fee / account holder | $82 | $19,811-99.6% | $16,237-99.5% | $12,309-99.3% |