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 | $36,145 | $53,822-32.8% | $75,696-52.3% | $85,850-57.9% |
| Participation rate | 25.0% | 69.1%-44.1pp | 74.8%-49.8pp | 69.3%-44.3pp |
| Annual return | 14.57% | 24.54%-10.0pp | 104.53%-90.0pp | 318.53%-304.0pp |
| Employer contribution / active EE | $95 | $2,017-95.3% | $2,743-96.6% | $2,565-96.3% |
| Participant deferral / active EE | $820 | $2,895-71.7% | $3,821-78.6% | $3,952-79.3% |
| Admin fee / account holder | $18 | $3,343-99.5% | $3,619-99.5% | $6,260-99.7% |