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 | $52,350 | $89,753-41.7% | $107,525-51.3% | $84,808-38.3% |
| Participation rate | 10.3% | 68.1%-57.8pp | 75.1%-64.8pp | 68.3%-58.1pp |
| Annual return | 15.97% | 29.48%-13.5pp | 181.32%-165.4pp | 40.90%-24.9pp |
| Employer contribution / active EE | $191 | $3,113-93.9% | $3,754-94.9% | $2,631-92.8% |
| Participant deferral / active EE | $321 | $4,056-92.1% | $5,116-93.7% | $4,212-92.4% |
| Admin fee / account holder | $69 | $7,222-99.1% | $8,919-99.2% | $7,344-99.1% |