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 | $48,608 | $89,753-45.8% | $107,525-54.8% | $84,808-42.7% |
| Participation rate | 40.0% | 68.1%-28.1pp | 75.1%-35.1pp | 68.3%-28.3pp |
| Annual return | 13.94% | 29.48%-15.5pp | 181.32%-167.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $770 | $3,113-75.3% | $3,754-79.5% | $2,631-70.7% |
| Participant deferral / active EE | $1,372 | $4,056-66.2% | $5,116-73.2% | $4,212-67.4% |
| Admin fee / account holder | $3 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |