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 | $20,286 | $177,572-88.6% | $154,803-86.9% | $142,382-85.8% |
| Participation rate | 26.3% | 82.1%-55.7pp | 78.1%-51.8pp | 80.1%-53.8pp |
| Annual return | 16.60% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $213 | $4,810-95.6% | $4,305-95.1% | $4,299-95.1% |
| Participant deferral / active EE | $319 | $6,272-94.9% | $5,540-94.2% | $6,507-95.1% |
| Admin fee / account holder | $158 | $16,786-99.1% | $14,329-98.9% | $12,624-98.7% |