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 7-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 | $45,015 | $172,111-73.8% | $150,298-70.0% | $137,256-67.2% |
| Participation rate | 11.1% | 81.7%-70.6pp | 77.8%-66.6pp | 80.0%-68.8pp |
| Annual return | 23.41% | 69.37%-46.0pp | 62.79%-39.4pp | 220.34%-196.9pp |
| Employer contribution / active EE | $385 | $4,636-91.7% | $4,154-90.7% | $4,156-90.7% |
| Participant deferral / active EE | $962 | $6,166-84.4% | $5,453-82.4% | $6,407-85.0% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |