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 | $66,523 | $165,984-59.9% | $164,813-59.6% | $145,922-54.4% |
| Participation rate | 22.2% | 82.0%-59.8pp | 78.6%-56.4pp | 80.3%-58.1pp |
| Annual return | 17.58% | 100.03%-82.5pp | 69.93%-52.3pp | 561.29%-543.7pp |
| Employer contribution / active EE | $379 | $5,273-92.8% | $4,341-91.3% | $4,660-91.9% |
| Participant deferral / active EE | $948 | $6,959-86.4% | $6,031-84.3% | $6,688-85.8% |
| Admin fee / account holder | $145 | $16,648-99.1% | $12,690-98.9% | $13,397-98.9% |