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 | $86,381 | $157,256-45.1% | $141,162-38.8% | $152,861-43.5% |
| Participation rate | 20.0% | 84.8%-64.8pp | 82.5%-62.5pp | 82.4%-62.4pp |
| Annual return | 28.39% | 64.32%-35.9pp | 71.39%-43.0pp | 345.32%-316.9pp |
| Employer contribution / active EE | $317 | $5,261-94.0% | $4,735-93.3% | $4,762-93.3% |
| Participant deferral / active EE | $2,030 | $7,109-71.4% | $6,709-69.7% | $5,850-65.3% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |