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 | $89,037 | $154,117-42.2% | $129,995-31.5% | $139,434-36.1% |
| Participation rate | 15.4% | 82.0%-66.6pp | 78.5%-63.1pp | 80.3%-64.9pp |
| Annual return | 15.19% | 32.48%-17.3pp | -137.18%+152.4pp | 372.94%-357.7pp |
| Employer contribution / active EE | $538 | $5,289-89.8% | $4,320-87.5% | $4,751-88.7% |
| Participant deferral / active EE | $1,300 | $6,710-80.6% | $5,820-77.7% | $6,710-80.6% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |