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 | $48,847 | $162,781-70.0% | $133,956-63.5% | $158,922-69.3% |
| Participation rate | 16.7% | 83.2%-66.6pp | 79.8%-63.2pp | 82.0%-65.3pp |
| Annual return | 16.32% | 41.94%-25.6pp | 45.09%-28.8pp | 302.83%-286.5pp |
| Employer contribution / active EE | $833 | $4,975-83.3% | $3,919-78.8% | $4,761-82.5% |
| Participant deferral / active EE | $1,656 | $5,911-72.0% | $5,048-67.2% | $5,982-72.3% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |