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 | $25,962 | $133,922-80.6% | $116,228-77.7% | $142,382-81.8% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.6%-14.6pp | 80.1%-20.1pp |
| Annual return | 16.34% | 147.76%-131.4pp | 90.06%-73.7pp | 217.08%-200.7pp |
| Employer contribution / active EE | $119 | $3,446-96.6% | $2,994-96.0% | $4,299-97.2% |
| Participant deferral / active EE | $1,089 | $5,672-80.8% | $4,953-78.0% | $6,507-83.3% |
| Admin fee / account holder | $154 | $14,945-99.0% | $11,989-98.7% | $12,624-98.8% |