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 | $66,576 | $148,534-55.2% | $135,903-51.0% | $139,434-52.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 14.33% | 79.19%-64.9pp | 68.23%-53.9pp | 372.94%-358.6pp |
| Employer contribution / active EE | $329 | $5,243-93.7% | $4,856-93.2% | $4,751-93.1% |
| Participant deferral / active EE | $1,604 | $8,100-80.2% | $7,758-79.3% | $6,710-76.1% |
| Admin fee / account holder | $35 | $12,400-99.7% | $10,762-99.7% | $11,403-99.7% |