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 | $52,938 | $115,770-54.3% | $101,248-47.7% | $158,922-66.7% |
| Participation rate | 68.8% | 79.4%-10.6pp | 75.8%-7.1pp | 82.0%-13.2pp |
| Annual return | 19.89% | 56.14%-36.3pp | 46.47%-26.6pp | 302.83%-282.9pp |
| Employer contribution / active EE | $298 | $4,175-92.9% | $3,660-91.9% | $4,761-93.7% |
| Participant deferral / active EE | $1,241 | $4,957-75.0% | $4,370-71.6% | $5,982-79.3% |
| Admin fee / account holder | $251 | $7,245-96.5% | $5,945-95.8% | $11,246-97.8% |