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 | $67,228 | $99,341-32.3% | $84,750-20.7% | $273,961-75.5% |
| Participation rate | 52.6% | 80.7%-28.1pp | 76.6%-24.0pp | 83.0%-30.4pp |
| Annual return | 8.11% | 22.93%-14.8pp | 22.78%-14.7pp | 41.45%-33.3pp |
| Employer contribution / active EE | $158 | $4,214-96.3% | $3,574-95.6% | $4,869-96.8% |
| Participant deferral / active EE | $1,011 | $4,269-76.3% | $3,712-72.8% | $5,287-80.9% |
| Admin fee / account holder | $41 | $6,644-99.4% | $5,332-99.2% | $10,132-99.6% |