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 | $38,879 | $133,922-71.0% | $116,228-66.5% | $142,382-72.7% |
| Participation rate | 42.9% | 77.9%-35.0pp | 74.6%-31.7pp | 80.1%-37.3pp |
| Annual return | 16.54% | 147.76%-131.2pp | 90.06%-73.5pp | 217.08%-200.5pp |
| Employer contribution / active EE | $142 | $3,446-95.9% | $2,994-95.3% | $4,299-96.7% |
| Participant deferral / active EE | $323 | $5,672-94.3% | $4,953-93.5% | $6,507-95.0% |
| Admin fee / account holder | $15 | $14,945-99.9% | $11,989-99.9% | $12,624-99.9% |