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 | $25,439 | $46,869-45.7% | $122,332-79.2% | $70,131-63.7% |
| Participation rate | 23.1% | 58.2%-35.1pp | 71.6%-48.6pp | 69.5%-46.5pp |
| Annual return | 17.27% | 24.22%-7.0pp | 30.27%-13.0pp | 73.14%-55.9pp |
| Employer contribution / active EE | $197 | $1,288-84.7% | $4,050-95.1% | $2,342-91.6% |
| Participant deferral / active EE | $552 | $2,166-74.5% | $3,287-83.2% | $3,332-83.4% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |