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 | $32,855 | $72,492-54.7% | $87,100-62.3% | $72,985-55.0% |
| Participation rate | 46.7% | 72.8%-26.1pp | 76.9%-30.2pp | 69.5%-22.8pp |
| Annual return | 23.88% | 24.46%-0.6pp | 28.19%-4.3pp | 81.00%-57.1pp |
| Employer contribution / active EE | $262 | $1,894-86.2% | $2,521-89.6% | $2,440-89.3% |
| Participant deferral / active EE | $959 | $3,270-70.7% | $4,049-76.3% | $3,607-73.4% |
| Admin fee / account holder | $179 | $5,055-96.5% | $7,497-97.6% | $5,124-96.5% |