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 | $56,145 | $88,370-36.5% | $112,977-50.3% | $79,858-29.7% |
| Participation rate | 24.2% | 76.8%-52.6pp | 82.6%-58.3pp | 69.6%-45.4pp |
| Annual return | 17.00% | 23.16%-6.2pp | 24.24%-7.2pp | 31.71%-14.7pp |
| Employer contribution / active EE | $588 | $3,398-82.7% | $4,255-86.2% | $2,471-76.2% |
| Participant deferral / active EE | $1,432 | $4,536-68.4% | $5,836-75.5% | $3,740-61.7% |
| Admin fee / account holder | $0 | $5,750-100.0% | $6,294-100.0% | $5,306-100.0% |