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 | $61,237 | $45,343+35.1% | $150,298-59.3% | $67,986-9.9% |
| Participation rate | 9.9% | 51.9%-41.9pp | 77.8%-67.8pp | 57.2%-47.3pp |
| Annual return | 14.89% | 33.28%-18.4pp | 62.79%-47.9pp | 31.67%-16.8pp |
| Employer contribution / active EE | $152 | $1,462-89.6% | $4,154-96.3% | $2,019-92.5% |
| Participant deferral / active EE | $501 | $2,055-75.6% | $5,453-90.8% | $3,358-85.1% |
| Admin fee / account holder | $256 | $2,250-88.6% | $14,116-98.2% | $3,203-92.0% |