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 | $96,461 | $157,256-38.7% | $141,162-31.7% | $152,861-36.9% |
| Participation rate | 25.0% | 84.8%-59.8pp | 82.5%-57.5pp | 82.4%-57.4pp |
| Annual return | 22.26% | 64.32%-42.1pp | 71.39%-49.1pp | 345.32%-323.1pp |
| Employer contribution / active EE | $660 | $5,261-87.5% | $4,735-86.1% | $4,762-86.1% |
| Participant deferral / active EE | $825 | $7,109-88.4% | $6,709-87.7% | $5,850-85.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |