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 | $124,425-46.5% | $112,040-40.6% | $137,256-51.5% |
| Participation rate | 41.2% | 79.3%-38.1pp | 76.5%-35.3pp | 80.0%-38.8pp |
| Annual return | 16.23% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $780 | $3,411-77.1% | $2,954-73.6% | $4,156-81.2% |
| Participant deferral / active EE | $1,325 | $5,718-76.8% | $5,098-74.0% | $6,407-79.3% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |