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 | $19,986 | $175,202-88.6% | $149,673-86.6% | $139,434-85.7% |
| Participation rate | 35.0% | 83.4%-48.4pp | 78.8%-43.8pp | 80.3%-45.3pp |
| Annual return | 14.74% | 166.71%-152.0pp | 134.42%-119.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $103 | $5,474-98.1% | $4,818-97.9% | $4,751-97.8% |
| Participant deferral / active EE | $537 | $6,519-91.8% | $5,680-90.5% | $6,710-92.0% |
| Admin fee / account holder | $20 | $16,150-99.9% | $13,210-99.8% | $11,403-99.8% |