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 | $77,648 | $131,829-41.1% | $108,579-28.5% | $273,961-71.7% |
| Participation rate | 20.0% | 83.5%-63.5pp | 79.6%-59.6pp | 83.0%-63.0pp |
| Annual return | 10.85% | -91.57%+102.4pp | -51.70%+62.5pp | 41.45%-30.6pp |
| Employer contribution / active EE | $489 | $4,912-90.1% | $3,758-87.0% | $4,869-90.0% |
| Participant deferral / active EE | $1,221 | $5,127-76.2% | $4,311-71.7% | $5,287-76.9% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |