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 | $25,115 | $45,073-44.3% | $69,455-63.8% | $72,985-65.6% |
| Participation rate | 7.8% | 68.5%-60.7pp | 74.6%-66.8pp | 69.5%-61.6pp |
| Annual return | 29.54% | 22.65%+6.9pp | 28.97%+0.6pp | 81.00%-51.5pp |
| Employer contribution / active EE | $116 | $2,054-94.3% | $2,779-95.8% | $2,440-95.2% |
| Participant deferral / active EE | $732 | $2,602-71.9% | $3,535-79.3% | $3,607-79.7% |
| Admin fee / account holder | $0 | $3,056-100.0% | $3,839-100.0% | $5,124-100.0% |