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 3-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 | $73,307 | $68,547+6.9% | $120,354-39.1% | $80,856-9.3% |
| Participation rate | 17.6% | 61.6%-44.0pp | 71.9%-54.3pp | 67.6%-50.0pp |
| Annual return | 13.98% | 23.60%-9.6pp | 107.15%-93.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $204 | $2,051-90.1% | $3,463-94.1% | $2,755-92.6% |
| Participant deferral / active EE | $318 | $3,173-90.0% | $4,991-93.6% | $4,296-92.6% |
| Admin fee / account holder | $0 | $5,732-100.0% | $9,423-100.0% | $6,918-100.0% |