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 | $69,065 | $144,119-52.1% | $117,854-41.4% | $147,584-53.2% |
| Participation rate | 26.7% | 83.4%-56.8pp | 79.7%-53.0pp | 82.8%-56.2pp |
| Annual return | 12.52% | 531.15%-518.6pp | 335.08%-322.6pp | 578.55%-566.0pp |
| Employer contribution / active EE | $17 | $4,896-99.6% | $3,786-99.5% | $4,876-99.6% |
| Participant deferral / active EE | $907 | $5,316-82.9% | $4,482-79.8% | $5,439-83.3% |
| Admin fee / account holder | $289 | $10,886-97.3% | $8,020-96.4% | $10,885-97.3% |