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 | $69,769 | $94,625-26.3% | $116,228-40.0% | $84,808-17.7% |
| Participation rate | 35.3% | 70.4%-35.2pp | 74.6%-39.3pp | 68.3%-33.0pp |
| Annual return | 17.54% | 20.40%-2.9pp | 90.06%-72.5pp | 40.90%-23.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,366 | $3,972-65.6% | $4,953-72.4% | $4,212-67.6% |
| Admin fee / account holder | $0 | $10,091-100.0% | $11,989-100.0% | $7,344-100.0% |