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 | $63,754 | $91,552-30.4% | $133,956-52.4% | $79,858-20.2% |
| Participation rate | 19.4% | 73.3%-53.9pp | 79.8%-60.4pp | 69.6%-50.2pp |
| Annual return | 19.55% | 61.85%-42.3pp | 45.09%-25.5pp | 31.71%-12.2pp |
| Employer contribution / active EE | $446 | $2,384-81.3% | $3,919-88.6% | $2,471-81.9% |
| Participant deferral / active EE | $1,269 | $3,733-66.0% | $5,048-74.9% | $3,740-66.1% |
| Admin fee / account holder | $276 | $6,321-95.6% | $8,927-96.9% | $5,306-94.8% |