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 | $31,607 | $202,318-84.4% | $172,739-81.7% | $152,861-79.3% |
| Participation rate | 31.3% | 87.1%-55.8pp | 82.6%-51.4pp | 82.4%-51.2pp |
| Annual return | 19.11% | 1029.65%-1010.5pp | 802.84%-783.7pp | 345.32%-326.2pp |
| Employer contribution / active EE | $753 | $5,856-87.1% | $5,143-85.4% | $4,762-84.2% |
| Participant deferral / active EE | $1,963 | $5,948-67.0% | $5,198-62.2% | $5,850-66.5% |
| Admin fee / account holder | $20 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |