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 | $20,861 | $175,202-88.1% | $149,673-86.1% | $139,434-85.0% |
| Participation rate | 39.1% | 83.4%-44.2pp | 78.8%-39.6pp | 80.3%-41.2pp |
| Annual return | 12.43% | 166.71%-154.3pp | 134.42%-122.0pp | 372.94%-360.5pp |
| Employer contribution / active EE | $923 | $5,474-83.1% | $4,818-80.8% | $4,751-80.6% |
| Participant deferral / active EE | $923 | $6,519-85.8% | $5,680-83.7% | $6,710-86.2% |
| Admin fee / account holder | $18 | $16,150-99.9% | $13,210-99.9% | $11,403-99.8% |