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 | $41,701 | $81,460-48.8% | $103,333-59.6% | $80,856-48.4% |
| Participation rate | 13.2% | 66.8%-53.7pp | 74.5%-61.4pp | 67.6%-54.5pp |
| Annual return | 18.54% | 25.55%-7.0pp | 24.88%-6.3pp | 35.59%-17.1pp |
| Employer contribution / active EE | $185 | $3,105-94.0% | $3,868-95.2% | $2,755-93.3% |
| Participant deferral / active EE | $345 | $3,869-91.1% | $5,057-93.2% | $4,296-92.0% |
| Admin fee / account holder | $113 | $6,566-98.3% | $8,355-98.6% | $6,918-98.4% |