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 | $34,722 | $198,466-82.5% | $170,442-79.6% | $147,584-76.5% |
| Participation rate | 25.0% | 88.0%-63.0pp | 83.6%-58.6pp | 82.8%-57.8pp |
| Annual return | 20.13% | 257.29%-237.2pp | 205.93%-185.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $254 | $6,184-95.9% | $5,433-95.3% | $4,876-94.8% |
| Participant deferral / active EE | $1,018 | $5,629-81.9% | $4,939-79.4% | $5,439-81.3% |
| Admin fee / account holder | $271 | $16,852-98.4% | $13,880-98.1% | $10,885-97.5% |