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 | $98,993 | $110,094-10.1% | $151,611-34.7% | $68,494+44.5% |
| Participation rate | 28.0% | 84.0%-56.0pp | 87.5%-59.5pp | 67.9%-39.9pp |
| Annual return | 8.81% | -10.12%+18.9pp | 3.33%+5.5pp | -7.84%+16.7pp |
| Employer contribution / active EE | $428 | $4,471-90.4% | $6,166-93.1% | $2,596-83.5% |
| Participant deferral / active EE | $627 | $6,527-90.4% | $8,363-92.5% | $4,027-84.4% |
| Admin fee / account holder | $184 | $7,719-97.6% | $11,616-98.4% | $5,403-96.6% |