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 | $92,460 | $202,318-54.3% | $172,739-46.5% | $152,861-39.5% |
| Participation rate | 23.1% | 87.1%-64.0pp | 82.6%-59.6pp | 82.4%-59.4pp |
| Annual return | 19.71% | 1029.65%-1009.9pp | 802.84%-783.1pp | 345.32%-325.6pp |
| Employer contribution / active EE | $235 | $5,856-96.0% | $5,143-95.4% | $4,762-95.1% |
| Participant deferral / active EE | $1,819 | $5,948-69.4% | $5,198-65.0% | $5,850-68.9% |
| Admin fee / account holder | $10 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |