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 | $37,959 | $228,332-83.4% | $185,823-79.6% | $158,922-76.1% |
| Participation rate | 21.4% | 82.3%-60.9pp | 78.0%-56.6pp | 82.0%-60.5pp |
| Annual return | 32.43% | 40.80%-8.4pp | 35.95%-3.5pp | 302.83%-270.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $708 | $6,415-89.0% | $5,632-87.4% | $5,982-88.2% |
| Admin fee / account holder | $12 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |