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 | $88,056 | $77,899+13.0% | $149,673-41.2% | $75,163+17.2% |
| Participation rate | 11.9% | 65.6%-53.7pp | 78.8%-66.9pp | 67.2%-55.3pp |
| Annual return | 19.65% | 31.72%-12.1pp | 134.42%-114.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $313 | $3,137-90.0% | $4,818-93.5% | $2,670-88.3% |
| Participant deferral / active EE | $464 | $3,411-86.4% | $5,680-91.8% | $4,125-88.8% |
| Admin fee / account holder | $124 | $5,956-97.9% | $13,210-99.1% | $5,651-97.8% |