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 | $70,716 | $56,053+26.2% | $75,972-6.9% | $80,856-12.5% |
| Participation rate | 6.3% | 62.0%-55.7pp | 69.1%-62.7pp | 67.6%-61.3pp |
| Annual return | 11.78% | 20.53%-8.8pp | 359.55%-347.8pp | 35.59%-23.8pp |
| Employer contribution / active EE | $269 | $1,874-85.6% | $2,685-90.0% | $2,755-90.2% |
| Participant deferral / active EE | $516 | $3,052-83.1% | $4,255-87.9% | $4,296-88.0% |
| Admin fee / account holder | $244 | $5,234-95.3% | $6,467-96.2% | $6,918-96.5% |