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 | $25,542 | $84,233-69.7% | $170,442-85.0% | $70,131-63.6% |
| Participation rate | 9.0% | 70.8%-61.8pp | 83.6%-74.6pp | 69.5%-60.6pp |
| Annual return | 22.78% | 23.06%-0.3pp | 205.93%-183.2pp | 73.14%-50.4pp |
| Employer contribution / active EE | $197 | $3,387-94.2% | $5,433-96.4% | $2,342-91.6% |
| Participant deferral / active EE | $201 | $3,086-93.5% | $4,939-95.9% | $3,332-94.0% |
| Admin fee / account holder | $10 | $5,698-99.8% | $13,880-99.9% | $4,645-99.8% |