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 | $60,816 | $78,422-22.4% | $95,952-36.6% | $79,858-23.8% |
| Participation rate | 40.6% | 73.5%-32.9pp | 77.1%-36.4pp | 69.6%-29.0pp |
| Annual return | 18.48% | 19.37%-0.9pp | 91.61%-73.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,489 | $3,440-56.7% | $4,167-64.3% | $3,740-60.2% |
| Admin fee / account holder | $242 | $5,622-95.7% | $6,795-96.4% | $5,306-95.4% |