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 | $88,489 | $198,466-55.4% | $170,442-48.1% | $147,584-40.0% |
| Participation rate | 36.4% | 88.0%-51.6pp | 83.6%-47.2pp | 82.8%-46.5pp |
| Annual return | 20.18% | 257.29%-237.1pp | 205.93%-185.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $524 | $6,184-91.5% | $5,433-90.4% | $4,876-89.3% |
| Participant deferral / active EE | $1,773 | $5,629-68.5% | $4,939-64.1% | $5,439-67.4% |
| Admin fee / account holder | $297 | $16,852-98.2% | $13,880-97.9% | $10,885-97.3% |