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 | $98,906 | $115,882-14.6% | $100,516-1.6% | $158,922-37.8% |
| Participation rate | 6.7% | 81.6%-74.9pp | 79.4%-72.7pp | 82.0%-75.3pp |
| Annual return | 23.48% | 34.79%-11.3pp | 30.89%-7.4pp | 302.83%-279.3pp |
| Employer contribution / active EE | $209 | $4,103-94.9% | $3,418-93.9% | $4,761-95.6% |
| Participant deferral / active EE | $261 | $6,674-96.1% | $6,270-95.8% | $5,982-95.6% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |