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 | $56,280 | $168,632-66.6% | $147,614-61.9% | $125,391-55.1% |
| Participation rate | 38.9% | 88.8%-49.9pp | 84.6%-45.7pp | 83.2%-44.3pp |
| Annual return | 89.03% | 77.65%+11.4pp | 61.98%+27.1pp | 282.22%-193.2pp |
| Employer contribution / active EE | $634 | $6,252-89.9% | $5,564-88.6% | $4,866-87.0% |
| Participant deferral / active EE | $1,467 | $5,507-73.4% | $4,895-70.0% | $5,352-72.6% |
| Admin fee / account holder | $104 | $13,580-99.2% | $11,611-99.1% | $9,540-98.9% |