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 | $39,185 | $49,227-20.4% | $70,449-44.4% | $79,858-50.9% |
| Participation rate | 7.1% | 69.2%-62.0pp | 75.1%-67.9pp | 69.6%-62.5pp |
| Annual return | 19.71% | 30.06%-10.4pp | 109.03%-89.3pp | 31.71%-12.0pp |
| Employer contribution / active EE | $101 | $2,099-95.2% | $2,737-96.3% | $2,471-95.9% |
| Participant deferral / active EE | $551 | $2,768-80.1% | $3,709-85.1% | $3,740-85.3% |
| Admin fee / account holder | $39 | $2,878-98.6% | $3,845-99.0% | $5,306-99.3% |