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 | $59,935 | $65,365-8.3% | $92,893-35.5% | $72,985-17.9% |
| Participation rate | 14.8% | 68.3%-53.5pp | 76.0%-61.2pp | 69.5%-54.7pp |
| Annual return | 20.02% | 42.10%-22.1pp | 109.41%-89.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $406 | $3,128-87.0% | $4,236-90.4% | $3,607-88.8% |
| Admin fee / account holder | $15 | $4,251-99.6% | $5,794-99.7% | $5,124-99.7% |