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 | $60,532 | $202,432-70.1% | $169,368-64.3% | $139,434-56.6% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 15.24% | 531.74%-516.5pp | 405.60%-390.4pp | 372.94%-357.7pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $601 | $6,938-91.3% | $6,221-90.3% | $6,710-91.0% |
| Admin fee / account holder | $89 | $10,708-99.2% | $9,003-99.0% | $11,403-99.2% |