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 | $43,424 | $83,477-48.0% | $125,175-65.3% | $72,985-40.5% |
| Participation rate | 28.0% | 73.3%-45.3pp | 79.8%-51.8pp | 69.5%-41.5pp |
| Annual return | 39.52% | 25.78%+13.7pp | 43.79%-4.3pp | 81.00%-41.5pp |
| Employer contribution / active EE | $209 | $2,345-91.1% | $3,865-94.6% | $2,440-91.4% |
| Participant deferral / active EE | $685 | $3,585-80.9% | $4,937-86.1% | $3,607-81.0% |
| Admin fee / account holder | $210 | $5,517-96.2% | $9,702-97.8% | $5,124-95.9% |