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 | $93,706 | $124,319-24.6% | $111,297-15.8% | $167,490-44.1% |
| Participation rate | 40.0% | 79.6%-39.6pp | 77.3%-37.3pp | 82.1%-42.1pp |
| Annual return | 15.96% | 37.44%-21.5pp | 54.65%-38.7pp | 478.56%-462.6pp |
| Employer contribution / active EE | $156 | $3,435-95.5% | $2,731-94.3% | $4,837-96.8% |
| Participant deferral / active EE | $1,002 | $5,180-80.7% | $4,487-77.7% | $6,341-84.2% |
| Admin fee / account holder | $233 | $10,618-97.8% | $7,964-97.1% | $12,309-98.1% |