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 | $53,017 | $54,541-2.8% | $78,778-32.7% | $70,131-24.4% |
| Participation rate | 15.4% | 60.8%-45.4pp | 69.2%-53.8pp | 69.5%-54.2pp |
| Annual return | 21.97% | 21.07%+0.9pp | 35.62%-13.6pp | 73.14%-51.2pp |
| Employer contribution / active EE | $194 | $1,089-82.2% | $1,986-90.2% | $2,342-91.7% |
| Participant deferral / active EE | $431 | $2,210-80.5% | $2,958-85.4% | $3,332-87.1% |
| Admin fee / account holder | $145 | $3,709-96.1% | $5,134-97.2% | $4,645-96.9% |