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 | $76,100 | $95,803-20.6% | $113,168-32.8% | $84,808-10.3% |
| Participation rate | 21.9% | 72.9%-51.0pp | 76.6%-54.7pp | 68.3%-46.4pp |
| Annual return | 18.74% | 25.00%-6.3pp | 24.27%-5.5pp | 40.90%-22.2pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $382 | $4,242-91.0% | $5,107-92.5% | $4,212-90.9% |
| Admin fee / account holder | $208 | $8,989-97.7% | $12,068-98.3% | $7,344-97.2% |