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 | $66,860 | $202,318-67.0% | $172,739-61.3% | $152,861-56.3% |
| Participation rate | 27.3% | 87.1%-59.8pp | 82.6%-55.4pp | 82.4%-55.2pp |
| Annual return | 24.98% | 1029.65%-1004.7pp | 802.84%-777.9pp | 345.32%-320.3pp |
| Employer contribution / active EE | $142 | $5,856-97.6% | $5,143-97.2% | $4,762-97.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,850-100.0% |
| Admin fee / account holder | $11 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |