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 | $74,551 | $198,466-62.4% | $170,442-56.3% | $147,584-49.5% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 22.28% | 257.29%-235.0pp | 205.93%-183.7pp | 578.55%-556.3pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,373 | $5,629-75.6% | $4,939-72.2% | $5,439-74.7% |
| Admin fee / account holder | $38 | $16,852-99.8% | $13,880-99.7% | $10,885-99.6% |