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 | $92,953 | $165,335-43.8% | $149,696-37.9% | $158,922-41.5% |
| Participation rate | 35.0% | 84.6%-49.6pp | 82.5%-47.5pp | 82.0%-47.0pp |
| Annual return | 16.11% | 348.15%-332.0pp | 276.60%-260.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $141 | $5,103-97.2% | $4,644-97.0% | $4,761-97.0% |
| Participant deferral / active EE | $1,008 | $7,181-86.0% | $6,842-85.3% | $5,982-83.1% |
| Admin fee / account holder | $135 | $10,807-98.8% | $9,309-98.6% | $11,246-98.8% |