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 | $98,933 | $87,841+12.6% | $133,980-26.2% | $62,891+57.3% |
| Participation rate | 36.0% | 83.4%-47.4pp | 87.1%-51.1pp | 69.3%-33.3pp |
| Annual return | 36.98% | 12.05%+24.9pp | 29.30%+7.7pp | 20.14%+16.8pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,099 | $4,812-77.2% | $6,282-82.5% | $3,203-65.7% |
| Admin fee / account holder | $0 | $5,371-100.0% | $9,324-100.0% | $4,296-100.0% |