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 | $56,397 | $210,648-73.2% | $177,989-68.3% | $145,922-61.4% |
| Participation rate | 38.9% | 80.8%-41.9pp | 77.1%-38.2pp | 80.3%-41.4pp |
| Annual return | 8.33% | 385.86%-377.5pp | 294.48%-286.2pp | 561.29%-553.0pp |
| Employer contribution / active EE | $108 | $4,565-97.6% | $3,949-97.3% | $4,660-97.7% |
| Participant deferral / active EE | $1,079 | $6,958-84.5% | $6,276-82.8% | $6,688-83.9% |
| Admin fee / account holder | $26 | $12,013-99.8% | $10,363-99.7% | $13,397-99.8% |