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 | $70,318 | $78,422-10.3% | $95,952-26.7% | $79,858-11.9% |
| Participation rate | 11.8% | 73.5%-61.7pp | 77.1%-65.3pp | 69.6%-57.9pp |
| Annual return | 11.19% | 19.37%-8.2pp | 91.61%-80.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $340 | $1,945-82.5% | $2,541-86.6% | $2,471-86.2% |
| Participant deferral / active EE | $872 | $3,440-74.7% | $4,167-79.1% | $3,740-76.7% |
| Admin fee / account holder | $103 | $5,622-98.2% | $6,795-98.5% | $5,306-98.1% |