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 | $36,980 | $153,772-76.0% | $133,980-72.4% | $273,961-86.5% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 11.32% | 36.51%-25.2pp | 29.30%-18.0pp | 41.45%-30.1pp |
| Employer contribution / active EE | $1,175 | $6,029-80.5% | $5,211-77.4% | $4,869-75.9% |
| Participant deferral / active EE | $1,175 | $6,958-83.1% | $6,282-81.3% | $5,287-77.8% |
| Admin fee / account holder | $219 | $11,765-98.1% | $9,324-97.7% | $10,132-97.8% |