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 | $31,143 | $202,318-84.6% | $172,739-82.0% | $152,861-79.6% |
| Participation rate | 36.4% | 87.1%-50.7pp | 82.6%-46.3pp | 82.4%-46.1pp |
| Annual return | 20.68% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.6pp |
| Employer contribution / active EE | $277 | $5,856-95.3% | $5,143-94.6% | $4,762-94.2% |
| Participant deferral / active EE | $878 | $5,948-85.2% | $5,198-83.1% | $5,850-85.0% |
| Admin fee / account holder | $25 | $17,109-99.9% | $13,954-99.8% | $11,596-99.8% |