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 | $63,313 | $81,632-22.4% | $70,449-10.1% | $158,922-60.2% |
| Participation rate | 23.8% | 77.7%-53.9pp | 75.1%-51.2pp | 82.0%-58.1pp |
| Annual return | 13.91% | 208.40%-194.5pp | 109.03%-95.1pp | 302.83%-288.9pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $340 | $4,554-92.5% | $3,709-90.8% | $5,982-94.3% |
| Admin fee / account holder | $281 | $6,193-95.5% | $3,845-92.7% | $11,246-97.5% |