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 | $41,859 | $192,717-78.3% | $142,449-70.6% | $139,434-70.0% |
| Participation rate | 50.0% | 81.5%-31.5pp | 76.8%-26.8pp | 80.3%-30.3pp |
| Annual return | 16.41% | 17.99%-1.6pp | 19.99%-3.6pp | 372.94%-356.5pp |
| Employer contribution / active EE | $681 | $5,806-88.3% | $4,847-85.9% | $4,751-85.7% |
| Participant deferral / active EE | $1,089 | $7,208-84.9% | $6,283-82.7% | $6,710-83.8% |
| Admin fee / account holder | $0 | $15,124-100.0% | $10,011-100.0% | $11,403-100.0% |