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 | $95,500 | $77,813+22.7% | $123,544-22.7% | $64,186+48.8% |
| Participation rate | 11.4% | 74.7%-63.3pp | 82.3%-70.9pp | 69.6%-58.1pp |
| Annual return | -5.95% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $318 | $3,014-89.4% | $4,628-93.1% | $2,381-86.6% |
| Participant deferral / active EE | $732 | $5,240-86.0% | $6,426-88.6% | $3,470-78.9% |
| Admin fee / account holder | $284 | $5,519-94.9% | $9,284-96.9% | $4,888-94.2% |