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 | $56,679 | $171,865-67.0% | $149,718-62.1% | $147,584-61.6% |
| Participation rate | 58.8% | 88.2%-29.4pp | 87.1%-28.2pp | 82.8%-24.0pp |
| Annual return | 15.76% | 2113.22%-2097.5pp | 1501.63%-1485.9pp | 578.55%-562.8pp |
| Employer contribution / active EE | $349 | $6,275-94.4% | $5,445-93.6% | $4,876-92.8% |
| Participant deferral / active EE | $2,326 | $7,271-68.0% | $6,569-64.6% | $5,439-57.2% |
| Admin fee / account holder | $244 | $13,799-98.2% | $11,283-97.8% | $10,885-97.8% |