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 | $28,547 | $64,324-55.6% | $118,925-76.0% | $79,858-64.3% |
| Participation rate | 25.5% | 64.9%-39.4pp | 75.4%-49.9pp | 69.6%-44.1pp |
| Annual return | 15.55% | 86.45%-70.9pp | 35.88%-20.3pp | 31.71%-16.2pp |
| Employer contribution / active EE | $236 | $1,836-87.1% | $3,263-92.8% | $2,471-90.4% |
| Participant deferral / active EE | $566 | $2,824-79.9% | $4,265-86.7% | $3,740-84.9% |
| Admin fee / account holder | $278 | $4,040-93.1% | $6,581-95.8% | $5,306-94.8% |