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 | $62,531 | $67,606-7.5% | $82,313-24.0% | $70,131-10.8% |
| Participation rate | 18.8% | 72.8%-54.0pp | 76.9%-58.1pp | 69.5%-50.8pp |
| Annual return | 18.10% | 21.57%-3.5pp | 25.88%-7.8pp | 73.14%-55.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $813 | $2,987-72.8% | $3,706-78.1% | $3,332-75.6% |
| Admin fee / account holder | $19 | $4,512-99.6% | $5,608-99.7% | $4,645-99.6% |