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 | $119,957 | $209,411-42.7% | $178,490-32.8% | $158,922-24.5% |
| Participation rate | 40.0% | 86.3%-46.3pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 27.40% | 188.75%-161.4pp | 151.07%-123.7pp | 302.83%-275.4pp |
| Employer contribution / active EE | $597 | $5,706-89.5% | $5,011-88.1% | $4,761-87.5% |
| Participant deferral / active EE | $1,827 | $5,954-69.3% | $5,202-64.9% | $5,982-69.5% |
| Admin fee / account holder | $20 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |