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 | $78,195 | $58,627+33.4% | $76,735+1.9% | $82,448-5.2% |
| Participation rate | 36.4% | 63.2%-26.9pp | 69.5%-33.1pp | 68.1%-31.7pp |
| Annual return | 19.82% | 39.10%-19.3pp | 29.77%-10.0pp | 41.64%-21.8pp |
| Employer contribution / active EE | $149 | $1,729-91.4% | $2,454-93.9% | $2,551-94.2% |
| Participant deferral / active EE | $1,000 | $3,134-68.1% | $4,088-75.5% | $4,139-75.8% |
| Admin fee / account holder | $246 | $5,323-95.4% | $7,189-96.6% | $7,234-96.6% |