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 | $64,953 | $85,766-24.3% | $136,294-52.3% | $70,131-7.4% |
| Participation rate | 11.1% | 74.2%-63.0pp | 81.9%-70.8pp | 69.5%-58.4pp |
| Annual return | 18.86% | 31.45%-12.6pp | 5155.94%-5137.1pp | 73.14%-54.3pp |
| Employer contribution / active EE | $255 | $2,966-91.4% | $4,695-94.6% | $2,342-89.1% |
| Participant deferral / active EE | $957 | $5,051-81.1% | $6,247-84.7% | $3,332-71.3% |
| Admin fee / account holder | $271 | $5,420-95.0% | $9,243-97.1% | $4,645-94.2% |