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 | $58,521 | $57,016+2.6% | $84,966-31.1% | $80,856-27.6% |
| Participation rate | 8.1% | 56.3%-48.2pp | 67.5%-59.4pp | 67.6%-59.5pp |
| Annual return | 13.14% | 21.66%-8.5pp | 66.38%-53.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $126 | $1,798-93.0% | $2,727-95.4% | $2,755-95.4% |
| Participant deferral / active EE | $216 | $3,110-93.1% | $4,519-95.2% | $4,296-95.0% |
| Admin fee / account holder | $40 | $4,980-99.2% | $6,149-99.3% | $6,918-99.4% |