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 | $98,681 | $80,968+21.9% | $96,544+2.2% | $75,163+31.3% |
| Participation rate | 17.2% | 71.8%-54.5pp | 76.0%-58.7pp | 67.2%-50.0pp |
| Annual return | 16.67% | 27.06%-10.4pp | 25.84%-9.2pp | 160.62%-143.9pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,259 | $3,928-68.0% | $4,851-74.0% | $4,125-69.5% |
| Admin fee / account holder | $0 | $6,724-100.0% | $8,252-100.0% | $5,651-100.0% |