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 | $60,073 | $91,190-34.1% | $178,490-66.3% | $79,858-24.8% |
| Participation rate | 59.4% | 69.2%-9.8pp | 81.9%-22.5pp | 69.6%-10.3pp |
| Annual return | 27.65% | 24.19%+3.5pp | 151.07%-123.4pp | 31.71%-4.1pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $581 | $3,236-82.0% | $5,202-88.8% | $3,740-84.5% |
| Admin fee / account holder | $286 | $6,751-95.8% | $13,984-98.0% | $5,306-94.6% |