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 | $56,920 | $65,041-12.5% | $90,951-37.4% | $79,858-28.7% |
| Participation rate | 22.5% | 61.6%-39.1pp | 69.0%-46.5pp | 69.6%-47.1pp |
| Annual return | 20.38% | 30.45%-10.1pp | 134.60%-114.2pp | 31.71%-11.3pp |
| Employer contribution / active EE | $196 | $1,247-84.3% | $2,122-90.8% | $2,471-92.1% |
| Participant deferral / active EE | $833 | $2,512-66.9% | $3,373-75.3% | $3,740-77.7% |
| Admin fee / account holder | $54 | $4,536-98.8% | $5,959-99.1% | $5,306-99.0% |