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 | $119,107 | $63,904+86.4% | $89,340+33.3% | $67,986+75.2% |
| Participation rate | 2.2% | 54.3%-52.1pp | 69.6%-67.4pp | 57.2%-55.0pp |
| Annual return | 16.72% | 18.09%-1.4pp | 20.57%-3.9pp | 31.67%-14.9pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $2,231-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $97 | $2,691-96.4% | $3,823-97.5% | $3,358-97.1% |
| Admin fee / account holder | $20 | $3,315-99.4% | $6,704-99.7% | $3,203-99.4% |