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 | $66,534 | $127,065-47.6% | $113,168-41.2% | $142,382-53.3% |
| Participation rate | 41.2% | 79.2%-38.0pp | 76.6%-35.4pp | 80.1%-38.9pp |
| Annual return | 16.23% | 24.03%-7.8pp | 24.27%-8.0pp | 217.08%-200.9pp |
| Employer contribution / active EE | $780 | $3,442-77.3% | $2,975-73.8% | $4,299-81.9% |
| Participant deferral / active EE | $1,325 | $5,716-76.8% | $5,107-74.0% | $6,507-79.6% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |