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 | $23,501 | $159,602-85.3% | $150,045-84.3% | $142,382-83.5% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.3%-53.8pp | 80.1%-51.5pp |
| Annual return | 17.45% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.6pp |
| Employer contribution / active EE | $288 | $4,961-94.2% | $4,693-93.9% | $4,299-93.3% |
| Participant deferral / active EE | $288 | $8,310-96.5% | $7,997-96.4% | $6,507-95.6% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |