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 | $76,784 | $112,096-31.5% | $95,952-20.0% | $158,922-51.7% |
| Participation rate | 14.3% | 79.0%-64.7pp | 77.1%-62.8pp | 82.0%-67.7pp |
| Annual return | 13.13% | 171.09%-158.0pp | 91.61%-78.5pp | 302.83%-289.7pp |
| Employer contribution / active EE | $0 | $3,198-100.0% | $2,541-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $270 | $4,784-94.3% | $4,167-93.5% | $5,982-95.5% |
| Admin fee / account holder | $19 | $10,130-99.8% | $6,795-99.7% | $11,246-99.8% |