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 | $51,576 | $152,587-66.2% | $125,175-58.8% | $152,861-66.3% |
| Participation rate | 22.2% | 83.3%-61.1pp | 79.8%-57.6pp | 82.4%-60.2pp |
| Annual return | 26.34% | 54.84%-28.5pp | 43.79%-17.4pp | 345.32%-319.0pp |
| Employer contribution / active EE | $196 | $4,946-96.0% | $3,865-94.9% | $4,762-95.9% |
| Participant deferral / active EE | $1,660 | $5,868-71.7% | $4,937-66.4% | $5,850-71.6% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |