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 | $60,240 | $159,901-62.3% | $146,958-59.0% | $145,922-58.7% |
| Participation rate | 38.5% | 84.0%-45.5pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 18.17% | 98.13%-80.0pp | 418.34%-400.2pp | 561.29%-543.1pp |
| Employer contribution / active EE | $212 | $5,286-96.0% | $4,933-95.7% | $4,660-95.5% |
| Participant deferral / active EE | $177 | $8,428-97.9% | $8,070-97.8% | $6,688-97.4% |
| Admin fee / account holder | $63 | $15,044-99.6% | $12,998-99.5% | $13,397-99.5% |