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 | $20,864 | $159,602-86.9% | $150,045-86.1% | $142,382-85.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.3%-32.3pp | 80.1%-30.1pp |
| Annual return | 14.09% | 70.24%-56.1pp | 62.55%-48.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $878 | $4,961-82.3% | $4,693-81.3% | $4,299-79.6% |
| Participant deferral / active EE | $878 | $8,310-89.4% | $7,997-89.0% | $6,507-86.5% |
| Admin fee / account holder | $300 | $14,846-98.0% | $13,435-97.8% | $12,624-97.6% |