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 | $98,678 | $198,466-50.3% | $170,442-42.1% | $147,584-33.1% |
| Participation rate | 22.2% | 88.0%-65.7pp | 83.6%-61.4pp | 82.8%-60.6pp |
| Annual return | 17.12% | 257.29%-240.2pp | 205.93%-188.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $995 | $6,184-83.9% | $5,433-81.7% | $4,876-79.6% |
| Participant deferral / active EE | $1,045 | $5,629-81.4% | $4,939-78.8% | $5,439-80.8% |
| Admin fee / account holder | $20 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |