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 | $78,278 | $111,535-29.8% | $105,223-25.6% | $137,256-43.0% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 12.07% | 237.85%-225.8pp | 180.65%-168.6pp | 220.34%-208.3pp |
| Employer contribution / active EE | $236 | $3,939-94.0% | $3,689-93.6% | $4,156-94.3% |
| Participant deferral / active EE | $1,106 | $5,500-79.9% | $5,072-78.2% | $6,407-82.7% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |