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 | $112,742 | $89,753+25.6% | $107,525+4.9% | $84,808+32.9% |
| Participation rate | 60.7% | 68.1%-7.3pp | 75.1%-14.4pp | 68.3%-7.6pp |
| Annual return | 14.46% | 29.48%-15.0pp | 181.32%-166.9pp | 40.90%-26.4pp |
| Employer contribution / active EE | $259 | $3,113-91.7% | $3,754-93.1% | $2,631-90.2% |
| Participant deferral / active EE | $1,599 | $4,056-60.6% | $5,116-68.7% | $4,212-62.0% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |