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 | $46,765 | $198,466-76.4% | $170,442-72.6% | $147,584-68.3% |
| Participation rate | 44.4% | 88.0%-43.5pp | 83.6%-39.2pp | 82.8%-38.4pp |
| Annual return | 9.81% | 257.29%-247.5pp | 205.93%-196.1pp | 578.55%-568.7pp |
| Employer contribution / active EE | $708 | $6,184-88.5% | $5,433-87.0% | $4,876-85.5% |
| Participant deferral / active EE | $886 | $5,629-84.3% | $4,939-82.1% | $5,439-83.7% |
| Admin fee / account holder | $13 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |