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 9-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 | $61,652 | $57,016+8.1% | $84,966-27.4% | $80,856-23.8% |
| Participation rate | 0.0% | 56.3%-56.3pp | 67.5%-67.5pp | 67.6%-67.6pp |
| Annual return | 14.58% | 21.66%-7.1pp | 66.38%-51.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $229 | $1,798-87.3% | $2,727-91.6% | $2,755-91.7% |
| Participant deferral / active EE | $404 | $3,110-87.0% | $4,519-91.1% | $4,296-90.6% |
| Admin fee / account holder | $42 | $4,980-99.2% | $6,149-99.3% | $6,918-99.4% |