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 | $75,898 | $171,164-55.7% | $127,761-40.6% | $152,861-50.3% |
| Participation rate | 43.8% | 83.4%-39.7pp | 79.0%-35.2pp | 82.4%-38.7pp |
| Annual return | 24.56% | 23.54%+1.0pp | 26.14%-1.6pp | 345.32%-320.8pp |
| Employer contribution / active EE | $487 | $5,447-91.1% | $4,574-89.3% | $4,762-89.8% |
| Participant deferral / active EE | $869 | $7,038-87.7% | $6,021-85.6% | $5,850-85.2% |
| Admin fee / account holder | $0 | $14,530-100.0% | $9,395-100.0% | $11,596-100.0% |