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 | $43,879 | $76,312-42.5% | $67,221-34.7% | $158,922-72.4% |
| Participation rate | 28.6% | 84.3%-55.7pp | 79.4%-50.8pp | 82.0%-53.4pp |
| Annual return | 14.53% | 22.77%-8.2pp | 20.72%-6.2pp | 302.83%-288.3pp |
| Employer contribution / active EE | $873 | $4,476-80.5% | $3,723-76.6% | $4,761-81.7% |
| Participant deferral / active EE | $905 | $5,264-82.8% | $4,384-79.4% | $5,982-84.9% |
| Admin fee / account holder | $0 | $8,005-100.0% | $5,844-100.0% | $11,246-100.0% |