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 | $37,900 | $226,064-83.2% | $182,532-79.2% | $152,861-75.2% |
| Participation rate | 20.0% | 82.5%-62.5pp | 78.0%-58.0pp | 82.4%-62.4pp |
| Annual return | 25.96% | 192.51%-166.5pp | 148.54%-122.6pp | 345.32%-319.4pp |
| Employer contribution / active EE | $193 | $4,978-96.1% | $4,076-95.3% | $4,762-95.9% |
| Participant deferral / active EE | $387 | $6,368-93.9% | $5,524-93.0% | $5,850-93.4% |
| Admin fee / account holder | $124 | $10,703-98.8% | $8,592-98.6% | $11,596-98.9% |