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 | $68,425 | $138,065-50.4% | $123,544-44.6% | $135,375-49.5% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | 530.08% | 153.68%+376.4pp | 119.20%+410.9pp | 519.73%+10.3pp |
| Employer contribution / active EE | $225 | $5,151-95.6% | $4,628-95.1% | $4,779-95.3% |
| Participant deferral / active EE | $225 | $6,799-96.7% | $6,426-96.5% | $5,609-96.0% |
| Admin fee / account holder | $251 | $10,916-97.7% | $9,284-97.3% | $10,827-97.7% |