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 | $61,013 | $209,411-70.9% | $178,490-65.8% | $158,922-61.6% |
| Participation rate | 11.1% | 86.3%-75.2pp | 81.9%-70.8pp | 82.0%-70.8pp |
| Annual return | 16.49% | 188.75%-172.3pp | 151.07%-134.6pp | 302.83%-286.3pp |
| Employer contribution / active EE | $428 | $5,706-92.5% | $5,011-91.4% | $4,761-91.0% |
| Participant deferral / active EE | $536 | $5,954-91.0% | $5,202-89.7% | $5,982-91.0% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |