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 | $67,157 | $77,634-13.5% | $156,549-57.1% | $62,891+6.8% |
| Participation rate | 12.5% | 71.2%-58.7pp | 84.0%-71.5pp | 69.3%-56.8pp |
| Annual return | 7.78% | 50.32%-42.5pp | 32.23%-24.4pp | 20.14%-12.4pp |
| Employer contribution / active EE | $229 | $3,444-93.4% | $5,501-95.8% | $2,281-90.0% |
| Participant deferral / active EE | $741 | $3,045-75.7% | $4,871-84.8% | $3,203-76.9% |
| Admin fee / account holder | $224 | $5,561-96.0% | $13,027-98.3% | $4,296-94.8% |