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 | $52,328 | $217,402-75.9% | $185,823-71.8% | $167,490-68.8% |
| Participation rate | 38.5% | 86.0%-47.6pp | 81.7%-43.2pp | 82.1%-43.6pp |
| Annual return | 16.58% | 148.36%-131.8pp | 122.05%-105.5pp | 478.56%-462.0pp |
| Employer contribution / active EE | $467 | $5,873-92.0% | $5,167-91.0% | $4,837-90.3% |
| Participant deferral / active EE | $567 | $6,356-91.1% | $5,568-89.8% | $6,341-91.1% |
| Admin fee / account holder | $71 | $19,811-99.6% | $16,237-99.6% | $12,309-99.4% |