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 | $81,520 | $78,705+3.6% | $117,854-30.8% | $70,131+16.2% |
| Participation rate | 7.3% | 73.2%-65.9pp | 79.7%-72.3pp | 69.5%-62.2pp |
| Annual return | 20.69% | 23.30%-2.6pp | 335.08%-314.4pp | 73.14%-52.5pp |
| Employer contribution / active EE | $228 | $2,223-89.7% | $3,786-94.0% | $2,342-90.3% |
| Participant deferral / active EE | $985 | $3,297-70.1% | $4,482-78.0% | $3,332-70.4% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |