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 | $53,262 | $78,422-32.1% | $95,952-44.5% | $79,858-33.3% |
| Participation rate | 31.0% | 73.5%-42.5pp | 77.1%-46.0pp | 69.6%-38.6pp |
| Annual return | 12.40% | 19.37%-7.0pp | 91.61%-79.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $212 | $1,945-89.1% | $2,541-91.7% | $2,471-91.4% |
| Participant deferral / active EE | $991 | $3,440-71.2% | $4,167-76.2% | $3,740-73.5% |
| Admin fee / account holder | $212 | $5,622-96.2% | $6,795-96.9% | $5,306-96.0% |