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 | $51,985 | $197,591-73.7% | $177,821-70.8% | $158,922-67.3% |
| Participation rate | 28.6% | 88.5%-60.0pp | 87.7%-59.2pp | 82.0%-53.4pp |
| Annual return | 9.99% | 58.76%-48.8pp | 48.32%-38.3pp | 302.83%-292.8pp |
| Employer contribution / active EE | $933 | $6,697-86.1% | $5,918-84.2% | $4,761-80.4% |
| Participant deferral / active EE | $933 | $8,405-88.9% | $7,714-87.9% | $5,982-84.4% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |