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 | $77,594 | $144,119-46.2% | $117,854-34.2% | $147,584-47.4% |
| Participation rate | 36.8% | 83.4%-46.6pp | 79.7%-42.8pp | 82.8%-46.0pp |
| Annual return | 20.21% | 531.15%-510.9pp | 335.08%-314.9pp | 578.55%-558.3pp |
| Employer contribution / active EE | $854 | $4,896-82.6% | $3,786-77.4% | $4,876-82.5% |
| Participant deferral / active EE | $956 | $5,316-82.0% | $4,482-78.7% | $5,439-82.4% |
| Admin fee / account holder | $30 | $10,886-99.7% | $8,020-99.6% | $10,885-99.7% |