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 | $65,466 | $78,422-16.5% | $95,952-31.8% | $79,858-18.0% |
| Participation rate | 15.6% | 73.5%-57.9pp | 77.1%-61.5pp | 69.6%-54.1pp |
| Annual return | 41.29% | 19.37%+21.9pp | 91.61%-50.3pp | 31.71%+9.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $223 | $3,440-93.5% | $4,167-94.6% | $3,740-94.0% |
| Admin fee / account holder | $229 | $5,622-95.9% | $6,795-96.6% | $5,306-95.7% |