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 | $40,949 | $83,477-50.9% | $125,175-67.3% | $72,985-43.9% |
| Participation rate | 16.7% | 73.3%-56.6pp | 79.8%-63.1pp | 69.5%-52.8pp |
| Annual return | 16.64% | 25.78%-9.1pp | 43.79%-27.2pp | 81.00%-64.4pp |
| Employer contribution / active EE | $411 | $2,345-82.5% | $3,865-89.4% | $2,440-83.2% |
| Participant deferral / active EE | $676 | $3,585-81.1% | $4,937-86.3% | $3,607-81.2% |
| Admin fee / account holder | $0 | $5,517-100.0% | $9,702-100.0% | $5,124-100.0% |