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 | $125,479 | $110,257+13.8% | $96,544+30.0% | $139,434-10.0% |
| Participation rate | 28.6% | 78.1%-49.5pp | 76.0%-47.4pp | 80.3%-51.7pp |
| Annual return | 16.96% | 26.32%-9.4pp | 25.84%-8.9pp | 372.94%-356.0pp |
| Employer contribution / active EE | $255 | $3,620-93.0% | $2,965-91.4% | $4,751-94.6% |
| Participant deferral / active EE | $1,049 | $5,548-81.1% | $4,851-78.4% | $6,710-84.4% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |