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 | $71,915 | $183,963-60.9% | $162,163-55.7% | $152,861-53.0% |
| Participation rate | 50.0% | 88.5%-38.5pp | 87.6%-37.6pp | 82.4%-32.4pp |
| Annual return | 21.71% | 150.76%-129.1pp | 115.59%-93.9pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,251 | $6,371-80.4% | $5,614-77.7% | $4,762-73.7% |
| Participant deferral / active EE | $2,345 | $8,034-70.8% | $7,298-67.9% | $5,850-59.9% |
| Admin fee / account holder | $280 | $13,121-97.9% | $10,843-97.4% | $11,596-97.6% |