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 | $119,685 | $157,256-23.9% | $141,162-15.2% | $152,861-21.7% |
| Participation rate | 28.6% | 84.8%-56.2pp | 82.5%-53.9pp | 82.4%-53.9pp |
| Annual return | 23.25% | 64.32%-41.1pp | 71.39%-48.1pp | 345.32%-322.1pp |
| Employer contribution / active EE | $690 | $5,261-86.9% | $4,735-85.4% | $4,762-85.5% |
| Participant deferral / active EE | $1,550 | $7,109-78.2% | $6,709-76.9% | $5,850-73.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |