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 | $63,329 | $72,492-12.6% | $87,100-27.3% | $72,985-13.2% |
| Participation rate | 40.0% | 72.8%-32.8pp | 76.9%-36.9pp | 69.5%-29.5pp |
| Annual return | 16.41% | 24.46%-8.1pp | 28.19%-11.8pp | 81.00%-64.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,250 | $3,270-61.8% | $4,049-69.1% | $3,607-65.3% |
| Admin fee / account holder | $23 | $5,055-99.5% | $7,497-99.7% | $5,124-99.5% |