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 | $85,678 | $238,490-64.1% | $180,183-52.4% | $142,382-39.8% |
| Participation rate | 25.0% | 82.3%-57.3pp | 77.4%-52.4pp | 80.1%-55.1pp |
| Annual return | 18.11% | 33.56%-15.4pp | 27.86%-9.7pp | 217.08%-199.0pp |
| Employer contribution / active EE | $0 | $6,143-100.0% | $5,039-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $571 | $7,996-92.9% | $6,822-91.6% | $6,507-91.2% |
| Admin fee / account holder | $60 | $28,866-99.8% | $19,975-99.7% | $12,624-99.5% |