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 | $106,560 | $114,047-6.6% | $96,139+10.8% | $167,490-36.4% |
| Participation rate | 23.1% | 75.1%-52.0pp | 68.4%-45.4pp | 82.1%-59.0pp |
| Annual return | 13.73% | 189.88%-176.1pp | 191.94%-178.2pp | 478.56%-464.8pp |
| Employer contribution / active EE | $77 | $3,427-97.8% | $2,797-97.3% | $4,837-98.4% |
| Participant deferral / active EE | $77 | $5,194-98.5% | $4,349-98.2% | $6,341-98.8% |
| Admin fee / account holder | $122 | $6,897-98.2% | $5,537-97.8% | $12,309-99.0% |