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 | $35,881 | $202,318-82.3% | $172,739-79.2% | $152,861-76.5% |
| Participation rate | 5.9% | 87.1%-81.2pp | 82.6%-76.8pp | 82.4%-76.6pp |
| Annual return | 12.42% | 1029.65%-1017.2pp | 802.84%-790.4pp | 345.32%-332.9pp |
| Employer contribution / active EE | $479 | $5,856-91.8% | $5,143-90.7% | $4,762-89.9% |
| Participant deferral / active EE | $479 | $5,948-91.9% | $5,198-90.8% | $5,850-91.8% |
| Admin fee / account holder | $90 | $17,109-99.5% | $13,954-99.4% | $11,596-99.2% |