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 4-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 | $69,281 | $81,460-15.0% | $103,333-33.0% | $80,856-14.3% |
| Participation rate | 27.0% | 66.8%-39.8pp | 74.5%-47.5pp | 67.6%-40.6pp |
| Annual return | 43.22% | 25.55%+17.7pp | 24.88%+18.3pp | 35.59%+7.6pp |
| Employer contribution / active EE | $691 | $3,105-77.7% | $3,868-82.1% | $2,755-74.9% |
| Participant deferral / active EE | $1,242 | $3,869-67.9% | $5,057-75.4% | $4,296-71.1% |
| Admin fee / account holder | $25 | $6,566-99.6% | $8,355-99.7% | $6,918-99.6% |