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 | $77,624 | $105,859-26.7% | $90,160-13.9% | $147,584-47.4% |
| Participation rate | 33.3% | 79.7%-46.4pp | 76.9%-43.5pp | 82.8%-49.5pp |
| Annual return | 14.41% | 37.63%-23.2pp | 34.88%-20.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $311 | $4,126-92.5% | $3,318-90.6% | $4,876-93.6% |
| Participant deferral / active EE | $622 | $5,733-89.1% | $5,288-88.2% | $5,439-88.6% |
| Admin fee / account holder | $29 | $8,046-99.6% | $5,943-99.5% | $10,885-99.7% |