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 | $64,527 | $79,449-18.8% | $189,557-66.0% | $85,850-24.8% |
| Participation rate | 15.1% | 66.0%-50.9pp | 78.4%-63.3pp | 69.3%-54.2pp |
| Annual return | 17.09% | 18.45%-1.4pp | 64.17%-47.1pp | 318.53%-301.4pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $495 | $4,051-87.8% | $6,174-92.0% | $3,952-87.5% |
| Admin fee / account holder | $297 | $5,377-94.5% | $9,807-97.0% | $6,260-95.3% |