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 | $61,243 | $110,257-44.5% | $96,544-36.6% | $139,434-56.1% |
| Participation rate | 36.8% | 78.1%-41.2pp | 76.0%-39.1pp | 80.3%-43.5pp |
| Annual return | 20.52% | 26.32%-5.8pp | 25.84%-5.3pp | 372.94%-352.4pp |
| Employer contribution / active EE | $501 | $3,620-86.2% | $2,965-83.1% | $4,751-89.5% |
| Participant deferral / active EE | $1,418 | $5,548-74.4% | $4,851-70.8% | $6,710-78.9% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |