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 | $126,234 | $100,754+25.3% | $86,677+45.6% | $134,475-6.1% |
| Participation rate | 50.0% | 78.9%-28.9pp | 76.6%-26.6pp | 81.2%-31.2pp |
| Annual return | -17.60% | 29.04%-46.6pp | 35.91%-53.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $569 | $3,489-83.7% | $2,836-79.9% | $4,740-88.0% |
| Participant deferral / active EE | $1,137 | $5,338-78.7% | $4,656-75.6% | $6,400-82.2% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |