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 | $89,013 | $135,952-34.5% | $123,892-28.2% | $273,961-67.5% |
| Participation rate | 28.6% | 84.1%-55.5pp | 81.4%-52.8pp | 83.0%-54.4pp |
| Annual return | 4.86% | 56.63%-51.8pp | 47.52%-42.7pp | 41.45%-36.6pp |
| Employer contribution / active EE | $270 | $5,170-94.8% | $4,617-94.1% | $4,869-94.4% |
| Participant deferral / active EE | $1,045 | $6,343-83.5% | $5,984-82.5% | $5,287-80.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |