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 | $92,183 | $103,966-11.3% | $112,887-18.3% | $75,163+22.6% |
| Participation rate | 54.5% | 75.7%-21.1pp | 80.5%-26.0pp | 67.2%-12.6pp |
| Annual return | 22.97% | 24.54%-1.6pp | 34.10%-11.1pp | 160.62%-137.7pp |
| Employer contribution / active EE | $35 | $3,870-99.1% | $4,563-99.2% | $2,670-98.7% |
| Participant deferral / active EE | $129 | $5,456-97.6% | $6,513-98.0% | $4,125-96.9% |
| Admin fee / account holder | $0 | $7,663-100.0% | $7,047-100.0% | $5,651-100.0% |