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 | $67,040 | $78,672-14.8% | $109,143-38.6% | $85,850-21.9% |
| Participation rate | 10.3% | 68.3%-58.0pp | 75.9%-65.6pp | 69.3%-59.1pp |
| Annual return | 12.19% | 25.09%-12.9pp | 25.75%-13.6pp | 318.53%-306.3pp |
| Employer contribution / active EE | $236 | $2,735-91.4% | $3,722-93.7% | $2,565-90.8% |
| Participant deferral / active EE | $236 | $3,467-93.2% | $4,653-94.9% | $3,952-94.0% |
| Admin fee / account holder | $0 | $5,469-100.0% | $6,752-100.0% | $6,260-100.0% |