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 | $70,026 | $72,492-3.4% | $87,100-19.6% | $72,985-4.1% |
| Participation rate | 17.4% | 72.8%-55.4pp | 76.9%-59.5pp | 69.5%-52.1pp |
| Annual return | 23.53% | 24.46%-0.9pp | 28.19%-4.7pp | 81.00%-57.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $918 | $3,270-71.9% | $4,049-77.3% | $3,607-74.6% |
| Admin fee / account holder | $113 | $5,055-97.8% | $7,497-98.5% | $5,124-97.8% |