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 | $40,164 | $159,602-74.8% | $150,045-73.2% | $142,382-71.8% |
| Participation rate | 36.4% | 84.0%-47.6pp | 82.3%-46.0pp | 80.1%-43.8pp |
| Annual return | 15.50% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.6pp |
| Employer contribution / active EE | $512 | $4,961-89.7% | $4,693-89.1% | $4,299-88.1% |
| Participant deferral / active EE | $1,012 | $8,310-87.8% | $7,997-87.3% | $6,507-84.4% |
| Admin fee / account holder | $233 | $14,846-98.4% | $13,435-98.3% | $12,624-98.2% |