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 | $56,291 | $84,233-33.2% | $170,442-67.0% | $70,131-19.7% |
| Participation rate | 4.3% | 70.8%-66.5pp | 83.6%-79.3pp | 69.5%-65.2pp |
| Annual return | 19.87% | 23.06%-3.2pp | 205.93%-186.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $95 | $3,387-97.2% | $5,433-98.3% | $2,342-95.9% |
| Participant deferral / active EE | $95 | $3,086-96.9% | $4,939-98.1% | $3,332-97.1% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |