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 | $137,891 | $87,013+58.5% | $106,213+29.8% | $80,856+70.5% |
| Participation rate | 42.3% | 70.4%-28.1pp | 75.3%-33.0pp | 67.6%-25.3pp |
| Annual return | 11.82% | 17.05%-5.2pp | 116.14%-104.3pp | 35.59%-23.8pp |
| Employer contribution / active EE | $111 | $2,395-95.4% | $3,171-96.5% | $2,755-96.0% |
| Participant deferral / active EE | $223 | $3,986-94.4% | $5,016-95.6% | $4,296-94.8% |
| Admin fee / account holder | $164 | $8,431-98.1% | $11,033-98.5% | $6,918-97.6% |