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 | $60,056 | $89,698-33.0% | $103,476-42.0% | $80,856-25.7% |
| Participation rate | 20.8% | 76.0%-55.1pp | 80.5%-59.7pp | 67.6%-46.8pp |
| Annual return | 11.62% | 22.78%-11.2pp | 23.90%-12.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $640 | $4,018-84.1% | $4,672-86.3% | $2,755-76.8% |
| Participant deferral / active EE | $1,262 | $5,456-76.9% | $6,623-80.9% | $4,296-70.6% |
| Admin fee / account holder | $138 | $6,768-98.0% | $9,413-98.5% | $6,918-98.0% |