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 | $62,732 | $70,428-10.9% | $96,562-35.0% | $85,850-26.9% |
| Participation rate | 24.7% | 61.8%-37.1pp | 69.8%-45.1pp | 69.3%-44.6pp |
| Annual return | 13.61% | 18.59%-5.0pp | 37.78%-24.2pp | 318.53%-304.9pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $537 | $2,894-81.4% | $3,849-86.1% | $3,952-86.4% |
| Admin fee / account holder | $116 | $4,997-97.7% | $6,181-98.1% | $6,260-98.1% |