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 | $29,920 | $115,882-74.2% | $100,516-70.2% | $158,922-81.2% |
| Participation rate | 63.2% | 81.6%-18.4pp | 79.4%-16.2pp | 82.0%-18.8pp |
| Annual return | 7.62% | 34.79%-27.2pp | 30.89%-23.3pp | 302.83%-295.2pp |
| Employer contribution / active EE | $194 | $4,103-95.3% | $3,418-94.3% | $4,761-95.9% |
| Participant deferral / active EE | $392 | $6,674-94.1% | $6,270-93.8% | $5,982-93.4% |
| Admin fee / account holder | $85 | $10,995-99.2% | $8,081-98.9% | $11,246-99.2% |