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 | $49,315 | $114,047-56.8% | $96,139-48.7% | $167,490-70.6% |
| Participation rate | 40.0% | 75.1%-35.1pp | 68.4%-28.4pp | 82.1%-42.1pp |
| Annual return | 22.55% | 189.88%-167.3pp | 191.94%-169.4pp | 478.56%-456.0pp |
| Employer contribution / active EE | $247 | $3,427-92.8% | $2,797-91.2% | $4,837-94.9% |
| Participant deferral / active EE | $281 | $5,194-94.6% | $4,349-93.5% | $6,341-95.6% |
| Admin fee / account holder | $217 | $6,897-96.9% | $5,537-96.1% | $12,309-98.2% |