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 | $90,560 | $69,362+30.6% | $101,248-10.6% | $73,488+23.2% |
| Participation rate | 6.5% | 68.4%-61.8pp | 75.8%-69.3pp | 70.7%-64.1pp |
| Annual return | 18.39% | 18.46%-0.1pp | 46.47%-28.1pp | 28.51%-10.1pp |
| Employer contribution / active EE | $238 | $2,628-91.0% | $3,660-93.5% | $2,270-89.5% |
| Participant deferral / active EE | $491 | $3,300-85.1% | $4,370-88.8% | $3,740-86.9% |
| Admin fee / account holder | $208 | $704-70.4% | $5,945-96.5% | $513-59.4% |