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 | $100,768 | $176,056-42.8% | $159,436-36.8% | $167,490-39.8% |
| Participation rate | 40.0% | 84.9%-44.9pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 17.54% | 331.75%-314.2pp | 263.57%-246.0pp | 478.56%-461.0pp |
| Employer contribution / active EE | $856 | $5,297-83.8% | $4,829-82.3% | $4,837-82.3% |
| Participant deferral / active EE | $1,354 | $7,750-82.5% | $7,352-81.6% | $6,341-78.6% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |