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 | $61,430 | $54,762+12.2% | $90,281-32.0% | $72,985-15.8% |
| Participation rate | 5.5% | 65.1%-59.7pp | 73.3%-67.8pp | 69.5%-64.0pp |
| Annual return | 25.58% | 30.63%-5.1pp | 78.10%-52.5pp | 81.00%-55.4pp |
| Employer contribution / active EE | $191 | $2,092-90.9% | $2,854-93.3% | $2,440-92.2% |
| Participant deferral / active EE | $361 | $2,887-87.5% | $3,885-90.7% | $3,607-90.0% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |