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 | $40,280 | $202,318-80.1% | $172,739-76.7% | $152,861-73.6% |
| Participation rate | 27.3% | 87.1%-59.8pp | 82.6%-55.4pp | 82.4%-55.2pp |
| Annual return | 15.74% | 1029.65%-1013.9pp | 802.84%-787.1pp | 345.32%-329.6pp |
| Employer contribution / active EE | $620 | $5,856-89.4% | $5,143-87.9% | $4,762-87.0% |
| Participant deferral / active EE | $1,339 | $5,948-77.5% | $5,198-74.2% | $5,850-77.1% |
| Admin fee / account holder | $45 | $17,109-99.7% | $13,954-99.7% | $11,596-99.6% |