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 | $174,641 | $116,175+50.3% | $93,606+86.6% | $152,861+14.2% |
| Participation rate | 21.1% | 78.0%-57.0pp | 75.8%-54.8pp | 82.4%-61.4pp |
| Annual return | 36.02% | 35.96%+0.1pp | 32.76%+3.3pp | 345.32%-309.3pp |
| Employer contribution / active EE | $330 | $3,218-89.8% | $2,718-87.9% | $4,762-93.1% |
| Participant deferral / active EE | $1,009 | $4,603-78.1% | $4,069-75.2% | $5,850-82.7% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |