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 | $47,793 | $135,952-64.8% | $123,892-61.4% | $273,961-82.6% |
| Participation rate | 7.1% | 84.1%-76.9pp | 81.4%-74.3pp | 83.0%-75.9pp |
| Annual return | 6.70% | 56.63%-49.9pp | 47.52%-40.8pp | 41.45%-34.8pp |
| Employer contribution / active EE | $629 | $5,170-87.8% | $4,617-86.4% | $4,869-87.1% |
| Participant deferral / active EE | $1,286 | $6,343-79.7% | $5,984-78.5% | $5,287-75.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |