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 | $22,242 | $96,557-77.0% | $80,975-72.5% | $273,961-91.9% |
| Participation rate | 50.0% | 79.1%-29.1pp | 75.8%-25.8pp | 83.0%-33.0pp |
| Annual return | 3.75% | 15.14%-11.4pp | 17.10%-13.3pp | 41.45%-37.7pp |
| Employer contribution / active EE | $140 | $4,868-97.1% | $3,714-96.2% | $4,869-97.1% |
| Participant deferral / active EE | $183 | $6,598-97.2% | $5,696-96.8% | $5,287-96.5% |
| Admin fee / account holder | $189 | $7,492-97.5% | $5,516-96.6% | $10,132-98.1% |