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 | $86,305 | $83,337+3.6% | $67,834+27.2% | $273,961-68.5% |
| Participation rate | 42.9% | 76.4%-33.6pp | 68.8%-25.9pp | 83.0%-40.2pp |
| Annual return | 4.78% | 259.45%-254.7pp | 138.47%-133.7pp | 41.45%-36.7pp |
| Employer contribution / active EE | $270 | $3,287-91.8% | $2,403-88.8% | $4,869-94.5% |
| Participant deferral / active EE | $675 | $4,088-83.5% | $3,160-78.6% | $5,287-87.2% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |