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 5-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 | $65,213 | $81,248-19.7% | $155,509-58.1% | $80,856-19.3% |
| Participation rate | 60.0% | 66.2%-6.2pp | 78.2%-18.2pp | 67.6%-7.6pp |
| Annual return | 10.66% | 33.31%-22.6pp | 64.67%-54.0pp | 35.59%-24.9pp |
| Employer contribution / active EE | $368 | $3,100-88.1% | $4,672-92.1% | $2,755-86.6% |
| Participant deferral / active EE | $480 | $3,452-86.1% | $5,626-91.5% | $4,296-88.8% |
| Admin fee / account holder | $291 | $7,997-96.4% | $15,912-98.2% | $6,918-95.8% |