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 | $57,268 | $198,466-71.1% | $170,442-66.4% | $147,584-61.2% |
| Participation rate | 45.5% | 88.0%-42.5pp | 83.6%-38.1pp | 82.8%-37.4pp |
| Annual return | 15.63% | 257.29%-241.7pp | 205.93%-190.3pp | 578.55%-562.9pp |
| Employer contribution / active EE | $357 | $6,184-94.2% | $5,433-93.4% | $4,876-92.7% |
| Participant deferral / active EE | $410 | $5,629-92.7% | $4,939-91.7% | $5,439-92.5% |
| Admin fee / account holder | $123 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |