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 | $63,950 | $96,557-33.8% | $80,975-21.0% | $273,961-76.7% |
| Participation rate | 52.9% | 79.1%-26.1pp | 75.8%-22.9pp | 83.0%-30.1pp |
| Annual return | 7.54% | 15.14%-7.6pp | 17.10%-9.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $404 | $4,868-91.7% | $3,714-89.1% | $4,869-91.7% |
| Participant deferral / active EE | $1,444 | $6,598-78.1% | $5,696-74.6% | $5,287-72.7% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |