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 | $84,207 | $100,773-16.4% | $88,946-5.3% | $142,382-40.9% |
| Participation rate | 7.1% | 74.3%-67.1pp | 68.8%-61.7pp | 80.1%-73.0pp |
| Annual return | 18.51% | 70.18%-51.7pp | 57.82%-39.3pp | 217.08%-198.6pp |
| Employer contribution / active EE | $100 | $2,918-96.6% | $2,555-96.1% | $4,299-97.7% |
| Participant deferral / active EE | $125 | $5,230-97.6% | $4,581-97.3% | $6,507-98.1% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |