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 | $51,999 | $78,705-33.9% | $117,854-55.9% | $70,131-25.9% |
| Participation rate | 36.0% | 73.2%-37.2pp | 79.7%-43.7pp | 69.5%-33.5pp |
| Annual return | 17.65% | 23.30%-5.6pp | 335.08%-317.4pp | 73.14%-55.5pp |
| Employer contribution / active EE | $277 | $2,223-87.6% | $3,786-92.7% | $2,342-88.2% |
| Participant deferral / active EE | $567 | $3,297-82.8% | $4,482-87.3% | $3,332-83.0% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |