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 | $60,836 | $157,256-61.3% | $141,162-56.9% | $152,861-60.2% |
| Participation rate | 12.5% | 84.8%-72.3pp | 82.5%-70.0pp | 82.4%-69.9pp |
| Annual return | 27.74% | 64.32%-36.6pp | 71.39%-43.7pp | 345.32%-317.6pp |
| Employer contribution / active EE | $406 | $5,261-92.3% | $4,735-91.4% | $4,762-91.5% |
| Participant deferral / active EE | $1,073 | $7,109-84.9% | $6,709-84.0% | $5,850-81.7% |
| Admin fee / account holder | $64 | $12,120-99.5% | $10,261-99.4% | $11,596-99.5% |