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 | $84,942 | $111,754-24.0% | $103,333-17.8% | $145,922-41.8% |
| Participation rate | 31.3% | 77.9%-46.7pp | 74.5%-43.3pp | 80.3%-49.0pp |
| Annual return | 19.02% | 24.77%-5.7pp | 24.88%-5.9pp | 561.29%-542.3pp |
| Employer contribution / active EE | $851 | $4,212-79.8% | $3,868-78.0% | $4,660-81.7% |
| Participant deferral / active EE | $1,084 | $5,619-80.7% | $5,057-78.6% | $6,688-83.8% |
| Admin fee / account holder | $70 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |