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 | $110,942 | $217,402-49.0% | $185,823-40.3% | $167,490-33.8% |
| Participation rate | 57.9% | 86.0%-28.1pp | 81.7%-23.8pp | 82.1%-24.2pp |
| Annual return | 17.51% | 148.36%-130.8pp | 122.05%-104.5pp | 478.56%-461.0pp |
| Employer contribution / active EE | $684 | $5,873-88.4% | $5,167-86.8% | $4,837-85.9% |
| Participant deferral / active EE | $2,131 | $6,356-66.5% | $5,568-61.7% | $6,341-66.4% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |