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 | $62,842 | $89,355-29.7% | $141,162-55.5% | $72,985-13.9% |
| Participation rate | 22.7% | 75.1%-52.4pp | 82.5%-59.7pp | 69.5%-46.8pp |
| Annual return | 21.76% | 111.85%-90.1pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $513 | $3,114-83.5% | $4,735-89.2% | $2,440-79.0% |
| Participant deferral / active EE | $1,174 | $5,418-78.3% | $6,709-82.5% | $3,607-67.5% |
| Admin fee / account holder | $0 | $5,958-100.0% | $10,261-100.0% | $5,124-100.0% |