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 5-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 | $43,317 | $202,432-78.6% | $169,368-74.4% | $139,434-68.9% |
| Participation rate | 20.0% | 81.1%-61.1pp | 77.1%-57.1pp | 80.3%-60.3pp |
| Annual return | 17.28% | 531.74%-514.5pp | 405.60%-388.3pp | 372.94%-355.7pp |
| Employer contribution / active EE | $270 | $4,692-94.3% | $4,013-93.3% | $4,751-94.3% |
| Participant deferral / active EE | $809 | $6,938-88.3% | $6,221-87.0% | $6,710-87.9% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |