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 | $42,004 | $93,571-55.1% | $135,903-69.1% | $75,163-44.1% |
| Participation rate | 27.1% | 75.2%-48.1pp | 81.9%-54.8pp | 67.2%-40.1pp |
| Annual return | 21.07% | 30.90%-9.8pp | 68.23%-47.2pp | 160.62%-139.6pp |
| Employer contribution / active EE | $141 | $3,537-96.0% | $4,856-97.1% | $2,670-94.7% |
| Participant deferral / active EE | $707 | $6,404-89.0% | $7,758-90.9% | $4,125-82.9% |
| Admin fee / account holder | $98 | $6,975-98.6% | $10,762-99.1% | $5,651-98.3% |