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 | $83,510 | $72,277+15.5% | $101,248-17.5% | $79,858+4.6% |
| Participation rate | 13.3% | 68.5%-55.1pp | 75.8%-62.5pp | 69.6%-56.3pp |
| Annual return | 18.46% | 22.30%-3.8pp | 46.47%-28.0pp | 31.71%-13.2pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $91 | $3,282-97.2% | $4,370-97.9% | $3,740-97.6% |
| Admin fee / account holder | $2 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |