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 | $78,953 | $101,724-22.4% | $164,813-52.1% | $80,856-2.4% |
| Participation rate | 19.0% | 71.8%-52.8pp | 78.6%-59.6pp | 67.6%-48.6pp |
| Annual return | 17.28% | 16.72%+0.6pp | 69.93%-52.7pp | 35.59%-18.3pp |
| Employer contribution / active EE | $142 | $2,953-95.2% | $4,341-96.7% | $2,755-94.9% |
| Participant deferral / active EE | $644 | $4,477-85.6% | $6,031-89.3% | $4,296-85.0% |
| Admin fee / account holder | $77 | $8,227-99.1% | $12,690-99.4% | $6,918-98.9% |