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 | $78,684 | $118,680-33.7% | $98,907-20.4% | $158,922-50.5% |
| Participation rate | 15.4% | 77.8%-62.4pp | 76.0%-60.6pp | 82.0%-66.6pp |
| Annual return | 14.03% | 372.35%-358.3pp | 196.43%-182.4pp | 302.83%-288.8pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $458 | $5,088-91.0% | $4,244-89.2% | $5,982-92.4% |
| Admin fee / account holder | $27 | $10,131-99.7% | $6,642-99.6% | $11,246-99.8% |