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 | $45,204 | $132,239-65.8% | $105,722-57.2% | $273,961-83.5% |
| Participation rate | 43.8% | 83.2%-39.4pp | 78.9%-35.2pp | 83.0%-39.3pp |
| Annual return | 9.55% | 10.07%-0.5pp | 12.25%-2.7pp | 41.45%-31.9pp |
| Employer contribution / active EE | $299 | $4,867-93.8% | $4,079-92.7% | $4,869-93.9% |
| Participant deferral / active EE | $1,221 | $6,233-80.4% | $5,326-77.1% | $5,287-76.9% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |