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 | $79,279 | $175,202-54.7% | $149,673-47.0% | $139,434-43.1% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 17.67% | 166.71%-149.0pp | 134.42%-116.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $801 | $5,474-85.4% | $4,818-83.4% | $4,751-83.1% |
| Participant deferral / active EE | $861 | $6,519-86.8% | $5,680-84.8% | $6,710-87.2% |
| Admin fee / account holder | $10 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |