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 8-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 | $88,979 | $73,981+20.3% | $105,722-15.8% | $62,891+41.5% |
| Participation rate | 19.6% | 71.7%-52.1pp | 78.9%-59.3pp | 69.3%-49.7pp |
| Annual return | 7.45% | 17.60%-10.2pp | 12.25%-4.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,209 | $4,038-70.1% | $5,326-77.3% | $3,203-62.2% |
| Admin fee / account holder | $257 | $5,976-95.7% | $8,308-96.9% | $4,296-94.0% |