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 | $52,256 | $68,346-23.5% | $94,646-44.8% | $75,163-30.5% |
| Participation rate | 15.0% | 76.1%-61.1pp | 80.8%-65.8pp | 67.2%-52.2pp |
| Annual return | 17.70% | 616.93%-599.2pp | 156.71%-139.0pp | 160.62%-142.9pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $369 | $6,537-94.4% | $7,418-95.0% | $4,125-91.1% |
| Admin fee / account holder | $252 | $5,326-95.3% | $7,231-96.5% | $5,651-95.5% |