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 | $63,725 | $144,119-55.8% | $117,854-45.9% | $147,584-56.8% |
| Participation rate | 21.4% | 83.4%-62.0pp | 79.7%-58.2pp | 82.8%-61.4pp |
| Annual return | 18.88% | 531.15%-512.3pp | 335.08%-316.2pp | 578.55%-559.7pp |
| Employer contribution / active EE | $508 | $4,896-89.6% | $3,786-86.6% | $4,876-89.6% |
| Participant deferral / active EE | $929 | $5,316-82.5% | $4,482-79.3% | $5,439-82.9% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |