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 | $68,418 | $197,591-65.4% | $177,821-61.5% | $158,922-56.9% |
| Participation rate | 64.7% | 88.5%-23.8pp | 87.7%-23.0pp | 82.0%-17.3pp |
| Annual return | 23.72% | 58.76%-35.0pp | 48.32%-24.6pp | 302.83%-279.1pp |
| Employer contribution / active EE | $371 | $6,697-94.5% | $5,918-93.7% | $4,761-92.2% |
| Participant deferral / active EE | $2,099 | $8,405-75.0% | $7,714-72.8% | $5,982-64.9% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |