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 | $65,847 | $118,680-44.5% | $98,907-33.4% | $158,922-58.6% |
| Participation rate | 61.5% | 77.8%-16.3pp | 76.0%-14.5pp | 82.0%-20.4pp |
| Annual return | 15.25% | 372.35%-357.1pp | 196.43%-181.2pp | 302.83%-287.6pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $872 | $5,088-82.9% | $4,244-79.4% | $5,982-85.4% |
| Admin fee / account holder | $184 | $10,131-98.2% | $6,642-97.2% | $11,246-98.4% |