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 | $59,253 | $45,031+31.6% | $84,966-30.3% | $77,643-23.7% |
| Participation rate | 4.7% | 48.7%-44.0pp | 67.5%-62.8pp | 70.6%-65.9pp |
| Annual return | 12.08% | 79.22%-67.1pp | 66.38%-54.3pp | 31.24%-19.2pp |
| Employer contribution / active EE | $114 | $1,609-92.9% | $2,727-95.8% | $2,726-95.8% |
| Participant deferral / active EE | $287 | $2,807-89.8% | $4,519-93.6% | $4,647-93.8% |
| Admin fee / account holder | $272 | $912-70.2% | $6,149-95.6% | $430-36.8% |