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 | $119,948 | $183,963-34.8% | $162,163-26.0% | $152,861-21.5% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | 22.69% | 150.76%-128.1pp | 115.59%-92.9pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,024 | $6,371-83.9% | $5,614-81.8% | $4,762-78.5% |
| Participant deferral / active EE | $1,450 | $8,034-81.9% | $7,298-80.1% | $5,850-75.2% |
| Admin fee / account holder | $11 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |