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 | $62,347 | $198,466-68.6% | $170,442-63.4% | $147,584-57.8% |
| Participation rate | 17.4% | 88.0%-70.6pp | 83.6%-66.2pp | 82.8%-65.4pp |
| Annual return | 17.62% | 257.29%-239.7pp | 205.93%-188.3pp | 578.55%-560.9pp |
| Employer contribution / active EE | $338 | $6,184-94.5% | $5,433-93.8% | $4,876-93.1% |
| Participant deferral / active EE | $1,064 | $5,629-81.1% | $4,939-78.5% | $5,439-80.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |