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 | $72,950 | $176,812-58.7% | $146,665-50.3% | $167,490-56.4% |
| Participation rate | 37.5% | 83.6%-46.1pp | 80.1%-42.6pp | 82.1%-44.6pp |
| Annual return | 34.97% | 24.03%+10.9pp | 22.74%+12.2pp | 478.56%-443.6pp |
| Employer contribution / active EE | $11 | $5,160-99.8% | $4,136-99.7% | $4,837-99.8% |
| Participant deferral / active EE | $469 | $6,440-92.7% | $5,506-91.5% | $6,341-92.6% |
| Admin fee / account holder | $21 | $13,259-99.8% | $10,280-99.8% | $12,309-99.8% |