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 | $110,008 | $209,411-47.5% | $178,490-38.4% | $158,922-30.8% |
| Participation rate | 31.3% | 86.3%-55.1pp | 81.9%-50.7pp | 82.0%-50.7pp |
| Annual return | 12.70% | 188.75%-176.0pp | 151.07%-138.4pp | 302.83%-290.1pp |
| Employer contribution / active EE | $700 | $5,706-87.7% | $5,011-86.0% | $4,761-85.3% |
| Participant deferral / active EE | $1,300 | $5,954-78.2% | $5,202-75.0% | $5,982-78.3% |
| Admin fee / account holder | $53 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |