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 | $28,596 | $87,013-67.1% | $106,213-73.1% | $80,856-64.6% |
| Participation rate | 31.9% | 70.4%-38.5pp | 75.3%-43.3pp | 67.6%-35.7pp |
| Annual return | 12.18% | 17.05%-4.9pp | 116.14%-104.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $112 | $2,395-95.3% | $3,171-96.5% | $2,755-95.9% |
| Participant deferral / active EE | $1,397 | $3,986-64.9% | $5,016-72.1% | $4,296-67.5% |
| Admin fee / account holder | $4 | $8,431-99.9% | $11,033-100.0% | $6,918-99.9% |