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 | $111,726 | $124,185-10.0% | $108,410+3.1% | $167,490-33.3% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 11.67% | 1379.64%-1368.0pp | 905.27%-893.6pp | 478.56%-466.9pp |
| Employer contribution / active EE | $192 | $4,187-95.4% | $3,558-94.6% | $4,837-96.0% |
| Participant deferral / active EE | $1,216 | $6,908-82.4% | $6,563-81.5% | $6,341-80.8% |
| Admin fee / account holder | $77 | $9,455-99.2% | $7,295-98.9% | $12,309-99.4% |