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 | $56,638 | $176,056-67.8% | $159,436-64.5% | $167,490-66.2% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 20.86% | 331.75%-310.9pp | 263.57%-242.7pp | 478.56%-457.7pp |
| Employer contribution / active EE | $880 | $5,297-83.4% | $4,829-81.8% | $4,837-81.8% |
| Participant deferral / active EE | $2,163 | $7,750-72.1% | $7,352-70.6% | $6,341-65.9% |
| Admin fee / account holder | $30 | $12,554-99.8% | $10,799-99.7% | $12,309-99.8% |