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 | $45,522 | $198,466-77.1% | $170,442-73.3% | $147,584-69.2% |
| Participation rate | 41.2% | 88.0%-46.8pp | 83.6%-42.4pp | 82.8%-41.7pp |
| Annual return | 15.73% | 257.29%-241.6pp | 205.93%-190.2pp | 578.55%-562.8pp |
| Employer contribution / active EE | $832 | $6,184-86.5% | $5,433-84.7% | $4,876-82.9% |
| Participant deferral / active EE | $698 | $5,629-87.6% | $4,939-85.9% | $5,439-87.2% |
| Admin fee / account holder | $165 | $16,852-99.0% | $13,880-98.8% | $10,885-98.5% |