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 | $39,081 | $45,035-13.2% | $62,995-38.0% | $70,131-44.3% |
| Participation rate | 20.6% | 69.5%-48.9pp | 74.8%-54.2pp | 69.5%-49.0pp |
| Annual return | 15.87% | 18.76%-2.9pp | 87.57%-71.7pp | 73.14%-57.3pp |
| Employer contribution / active EE | $153 | $2,051-92.5% | $2,759-94.4% | $2,342-93.5% |
| Participant deferral / active EE | $616 | $2,465-75.0% | $3,329-81.5% | $3,332-81.5% |
| Admin fee / account holder | $229 | $2,834-91.9% | $3,600-93.7% | $4,645-95.1% |