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 | $33,985 | $56,054-39.4% | $171,082-80.1% | $62,891-46.0% |
| Participation rate | 7.7% | 62.9%-55.2pp | 76.7%-69.0pp | 69.3%-61.6pp |
| Annual return | 10.38% | 22.52%-12.1pp | 32.56%-22.2pp | 20.14%-9.8pp |
| Employer contribution / active EE | $177 | $1,731-89.8% | $4,002-95.6% | $2,281-92.2% |
| Participant deferral / active EE | $781 | $3,158-75.3% | $4,797-83.7% | $3,203-75.6% |
| Admin fee / account holder | $3 | $3,647-99.9% | $8,520-100.0% | $4,296-99.9% |