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 | $61,633 | $226,064-72.7% | $182,532-66.2% | $152,861-59.7% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.0%-35.1pp | 82.4%-39.6pp |
| Annual return | 26.06% | 192.51%-166.4pp | 148.54%-122.5pp | 345.32%-319.3pp |
| Employer contribution / active EE | $309 | $4,978-93.8% | $4,076-92.4% | $4,762-93.5% |
| Participant deferral / active EE | $989 | $6,368-84.5% | $5,524-82.1% | $5,850-83.1% |
| Admin fee / account holder | $154 | $10,703-98.6% | $8,592-98.2% | $11,596-98.7% |