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 | $77,473 | $217,402-64.4% | $185,823-58.3% | $167,490-53.7% |
| Participation rate | 63.6% | 86.0%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 11.22% | 148.36%-137.1pp | 122.05%-110.8pp | 478.56%-467.3pp |
| Employer contribution / active EE | $918 | $5,873-84.4% | $5,167-82.2% | $4,837-81.0% |
| Participant deferral / active EE | $1,744 | $6,356-72.6% | $5,568-68.7% | $6,341-72.5% |
| Admin fee / account holder | $77 | $19,811-99.6% | $16,237-99.5% | $12,309-99.4% |