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 | $102,340 | $149,679-31.6% | $117,039-12.6% | $147,584-30.7% |
| Participation rate | 22.7% | 83.5%-60.8pp | 77.2%-54.5pp | 82.8%-60.1pp |
| Annual return | 19.09% | 19.31%-0.2pp | 18.95%+0.1pp | 578.55%-559.5pp |
| Employer contribution / active EE | $202 | $4,937-95.9% | $3,785-94.7% | $4,876-95.9% |
| Participant deferral / active EE | $807 | $4,912-83.6% | $3,929-79.5% | $5,439-85.2% |
| Admin fee / account holder | $215 | $7,856-97.3% | $5,974-96.4% | $10,885-98.0% |