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 | $109,540 | $150,440-27.2% | $136,294-19.6% | $147,584-25.8% |
| Participation rate | 21.4% | 84.4%-63.0pp | 81.9%-60.5pp | 82.8%-61.4pp |
| Annual return | 14.10% | 1049.08%-1035.0pp | 5155.94%-5141.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $300 | $5,256-94.3% | $4,695-93.6% | $4,876-93.8% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $187 | $10,905-98.3% | $9,243-98.0% | $10,885-98.3% |