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 | $25,750 | $159,901-83.9% | $146,958-82.5% | $145,922-82.4% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 19.29% | 98.13%-78.8pp | 418.34%-399.0pp | 561.29%-542.0pp |
| Employer contribution / active EE | $494 | $5,286-90.7% | $4,933-90.0% | $4,660-89.4% |
| Participant deferral / active EE | $1,200 | $8,428-85.8% | $8,070-85.1% | $6,688-82.1% |
| Admin fee / account holder | $82 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |