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 | $70,192 | $86,286-18.7% | $111,297-36.9% | $85,850-18.2% |
| Participation rate | 17.8% | 73.3%-55.6pp | 77.3%-59.5pp | 69.3%-51.5pp |
| Annual return | 16.35% | 19.99%-3.6pp | 54.65%-38.3pp | 318.53%-302.2pp |
| Employer contribution / active EE | $87 | $2,043-95.7% | $2,731-96.8% | $2,565-96.6% |
| Participant deferral / active EE | $786 | $3,641-78.4% | $4,487-82.5% | $3,952-80.1% |
| Admin fee / account holder | $3 | $8,188-100.0% | $7,964-100.0% | $6,260-100.0% |