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 | $133,813 | $183,963-27.3% | $162,163-17.5% | $152,861-12.5% |
| Participation rate | 58.3% | 88.5%-30.2pp | 87.6%-29.2pp | 82.4%-24.1pp |
| Annual return | 25.73% | 150.76%-125.0pp | 115.59%-89.9pp | 345.32%-319.6pp |
| Employer contribution / active EE | $817 | $6,371-87.2% | $5,614-85.4% | $4,762-82.8% |
| Participant deferral / active EE | $1,634 | $8,034-79.7% | $7,298-77.6% | $5,850-72.1% |
| Admin fee / account holder | $13 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |