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 | $40,208 | $57,065-29.5% | $75,670-46.9% | $70,131-42.7% |
| Participation rate | 27.6% | 68.1%-40.5pp | 72.3%-44.8pp | 69.5%-42.0pp |
| Annual return | 13.75% | 23.57%-9.8pp | 27.34%-13.6pp | 73.14%-59.4pp |
| Employer contribution / active EE | $33 | $1,817-98.2% | $2,352-98.6% | $2,342-98.6% |
| Participant deferral / active EE | $536 | $2,580-79.2% | $3,142-82.9% | $3,332-83.9% |
| Admin fee / account holder | $44 | $3,825-98.8% | $5,800-99.2% | $4,645-99.0% |