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 | $50,567 | $202,318-75.0% | $172,739-70.7% | $152,861-66.9% |
| Participation rate | 28.6% | 87.1%-58.5pp | 82.6%-54.1pp | 82.4%-53.9pp |
| Annual return | 27.73% | 1029.65%-1001.9pp | 802.84%-775.1pp | 345.32%-317.6pp |
| Employer contribution / active EE | $271 | $5,856-95.4% | $5,143-94.7% | $4,762-94.3% |
| Participant deferral / active EE | $347 | $5,948-94.2% | $5,198-93.3% | $5,850-94.1% |
| Admin fee / account holder | $58 | $17,109-99.7% | $13,954-99.6% | $11,596-99.5% |