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 | $44,790 | $171,865-73.9% | $149,718-70.1% | $147,584-69.7% |
| Participation rate | 69.2% | 88.2%-19.0pp | 87.1%-17.8pp | 82.8%-13.6pp |
| Annual return | 17.69% | 2113.22%-2095.5pp | 1501.63%-1483.9pp | 578.55%-560.9pp |
| Employer contribution / active EE | $356 | $6,275-94.3% | $5,445-93.5% | $4,876-92.7% |
| Participant deferral / active EE | $1,205 | $7,271-83.4% | $6,569-81.7% | $5,439-77.8% |
| Admin fee / account holder | $10 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |