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 | $37,637 | $171,865-78.1% | $149,718-74.9% | $147,584-74.5% |
| Participation rate | 68.2% | 88.2%-20.0pp | 87.1%-18.9pp | 82.8%-14.6pp |
| Annual return | 20.30% | 2113.22%-2092.9pp | 1501.63%-1481.3pp | 578.55%-558.2pp |
| Employer contribution / active EE | $1,160 | $6,275-81.5% | $5,445-78.7% | $4,876-76.2% |
| Participant deferral / active EE | $1,464 | $7,271-79.9% | $6,569-77.7% | $5,439-73.1% |
| Admin fee / account holder | $283 | $13,799-97.9% | $11,283-97.5% | $10,885-97.4% |