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 | $37,409 | $203,436-81.6% | $152,466-75.5% | $167,490-77.7% |
| Participation rate | 33.3% | 82.3%-49.0pp | 78.2%-44.9pp | 82.1%-48.8pp |
| Annual return | 13.05% | 13.80%-0.7pp | 757.33%-744.3pp | 478.56%-465.5pp |
| Employer contribution / active EE | $472 | $5,220-91.0% | $4,327-89.1% | $4,837-90.2% |
| Participant deferral / active EE | $945 | $6,716-85.9% | $5,820-83.8% | $6,341-85.1% |
| Admin fee / account holder | $46 | $22,506-99.8% | $15,805-99.7% | $12,309-99.6% |