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 | $115,554 | $91,552+26.2% | $133,956-13.7% | $79,858+44.7% |
| Participation rate | 18.6% | 73.3%-54.7pp | 79.8%-61.2pp | 69.6%-51.0pp |
| Annual return | 16.13% | 61.85%-45.7pp | 45.09%-29.0pp | 31.71%-15.6pp |
| Employer contribution / active EE | $20 | $2,384-99.2% | $3,919-99.5% | $2,471-99.2% |
| Participant deferral / active EE | $986 | $3,733-73.6% | $5,048-80.5% | $3,740-73.6% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |