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 | $75,893 | $73,933+2.7% | $96,683-21.5% | $75,163+1.0% |
| Participation rate | 13.2% | 66.4%-53.3pp | 74.3%-61.2pp | 67.2%-54.0pp |
| Annual return | 18.21% | 26.70%-8.5pp | 35.69%-17.5pp | 160.62%-142.4pp |
| Employer contribution / active EE | $588 | $2,928-79.9% | $3,737-84.3% | $2,670-78.0% |
| Participant deferral / active EE | $1,420 | $3,659-61.2% | $4,878-70.9% | $4,125-65.6% |
| Admin fee / account holder | $20 | $5,216-99.6% | $6,730-99.7% | $5,651-99.6% |