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 | $39,090 | $215,361-81.8% | $171,082-77.2% | $273,961-85.7% |
| Participation rate | 14.3% | 82.0%-67.7pp | 76.7%-62.4pp | 83.0%-68.7pp |
| Annual return | 6.07% | 25.14%-19.1pp | 32.56%-26.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $93 | $4,967-98.1% | $4,002-97.7% | $4,869-98.1% |
| Participant deferral / active EE | $226 | $5,543-95.9% | $4,797-95.3% | $5,287-95.7% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |