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 | $33,242 | $67,606-50.8% | $82,313-59.6% | $70,131-52.6% |
| Participation rate | 27.5% | 72.8%-45.3pp | 76.9%-49.4pp | 69.5%-42.0pp |
| Annual return | 19.19% | 21.57%-2.4pp | 25.88%-6.7pp | 73.14%-54.0pp |
| Employer contribution / active EE | $261 | $1,755-85.1% | $2,428-89.2% | $2,342-88.8% |
| Participant deferral / active EE | $656 | $2,987-78.0% | $3,706-82.3% | $3,332-80.3% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |