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 | $89,070 | $102,317-12.9% | $146,958-39.4% | $80,856+10.2% |
| Participation rate | 31.8% | 75.8%-44.0pp | 82.2%-50.3pp | 67.6%-35.8pp |
| Annual return | 12.62% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,072 | $6,644-68.8% | $8,070-74.3% | $4,296-51.8% |
| Admin fee / account holder | $7 | $7,941-99.9% | $12,998-99.9% | $6,918-99.9% |