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 | $122,209 | $88,042+38.8% | $138,135-11.5% | $79,858+53.0% |
| Participation rate | 39.6% | 71.4%-31.8pp | 78.7%-39.1pp | 69.6%-30.0pp |
| Annual return | 16.67% | 20.58%-3.9pp | 20.51%-3.8pp | 31.71%-15.0pp |
| Employer contribution / active EE | $776 | $3,103-75.0% | $5,587-86.1% | $2,471-68.6% |
| Participant deferral / active EE | $1,638 | $4,704-65.2% | $6,431-74.5% | $3,740-56.2% |
| Admin fee / account holder | $238 | $7,791-96.9% | $11,856-98.0% | $5,306-95.5% |