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 | $33,728 | $94,625-64.4% | $116,228-71.0% | $84,808-60.2% |
| Participation rate | 37.7% | 70.4%-32.8pp | 74.6%-36.9pp | 68.3%-30.6pp |
| Annual return | 14.83% | 20.40%-5.6pp | 90.06%-75.2pp | 40.90%-26.1pp |
| Employer contribution / active EE | $133 | $2,347-94.3% | $2,994-95.5% | $2,631-94.9% |
| Participant deferral / active EE | $1,668 | $3,972-58.0% | $4,953-66.3% | $4,212-60.4% |
| Admin fee / account holder | $7 | $10,091-99.9% | $11,989-99.9% | $7,344-99.9% |