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 | $35,244 | $67,606-47.9% | $82,313-57.2% | $70,131-49.7% |
| Participation rate | 28.1% | 72.8%-44.6pp | 76.9%-48.8pp | 69.5%-41.4pp |
| Annual return | 25.88% | 21.57%+4.3pp | 25.88%0pp | 73.14%-47.3pp |
| Employer contribution / active EE | $250 | $1,755-85.8% | $2,428-89.7% | $2,342-89.3% |
| Participant deferral / active EE | $685 | $2,987-77.1% | $3,706-81.5% | $3,332-79.5% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |