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 | $134,289 | $198,466-32.3% | $170,442-21.2% | $147,584-9.0% |
| Participation rate | 21.1% | 88.0%-66.9pp | 83.6%-62.5pp | 82.8%-61.8pp |
| Annual return | 35.20% | 257.29%-222.1pp | 205.93%-170.7pp | 578.55%-543.3pp |
| Employer contribution / active EE | $391 | $6,184-93.7% | $5,433-92.8% | $4,876-92.0% |
| Participant deferral / active EE | $1,376 | $5,629-75.5% | $4,939-72.1% | $5,439-74.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |