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 | $62,567 | $79,944-21.7% | $98,439-36.4% | $75,163-16.8% |
| Participation rate | 22.6% | 70.4%-47.8pp | 75.2%-52.6pp | 67.2%-44.6pp |
| Annual return | 25.70% | 19.75%+5.9pp | 21.16%+4.5pp | 160.62%-134.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $419 | $3,752-88.8% | $4,738-91.2% | $4,125-89.9% |
| Admin fee / account holder | $15 | $6,840-99.8% | $8,948-99.8% | $5,651-99.7% |