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 | $114,210 | $180,749-36.8% | $160,784-29.0% | $137,256-16.8% |
| Participation rate | 20.0% | 80.0%-60.0pp | 77.0%-57.0pp | 80.0%-60.0pp |
| Annual return | 11.81% | 2234.46%-2222.6pp | 1803.92%-1792.1pp | 220.34%-208.5pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $123 | $6,844-98.2% | $6,293-98.0% | $6,407-98.1% |
| Admin fee / account holder | $18 | $10,397-99.8% | $9,717-99.8% | $12,270-99.9% |