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 | $67,072 | $135,635-50.5% | $110,238-39.2% | $135,375-50.5% |
| Participation rate | 30.4% | 83.5%-53.0pp | 79.8%-49.4pp | 82.6%-52.2pp |
| Annual return | 1.33% | 513.19%-511.9pp | 314.74%-313.4pp | 519.73%-518.4pp |
| Employer contribution / active EE | $783 | $4,906-84.0% | $3,826-79.5% | $4,779-83.6% |
| Participant deferral / active EE | $1,608 | $5,506-70.8% | $4,672-65.6% | $5,609-71.3% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |