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 | $64,918 | $48,076+35.0% | $78,689-17.5% | $62,891+3.2% |
| Participation rate | 14.8% | 65.2%-50.4pp | 73.6%-58.7pp | 69.3%-54.5pp |
| Annual return | 9.88% | 31.35%-21.5pp | 62.18%-52.3pp | 20.14%-10.3pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $680 | $2,588-73.7% | $3,517-80.7% | $3,203-78.8% |
| Admin fee / account holder | $10 | $3,207-99.7% | $4,510-99.8% | $4,296-99.8% |