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 | $73,315 | $185,822-60.5% | $169,993-56.9% | $139,434-47.4% |
| Participation rate | 61.9% | 87.8%-25.9pp | 87.0%-25.1pp | 80.3%-18.4pp |
| Annual return | 24.93% | 60.50%-35.6pp | 53.37%-28.4pp | 372.94%-348.0pp |
| Employer contribution / active EE | $485 | $7,590-93.6% | $6,785-92.8% | $4,751-89.8% |
| Participant deferral / active EE | $2,399 | $11,622-79.4% | $10,408-76.9% | $6,710-64.2% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |