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 | $41,702 | $87,841-52.5% | $133,980-68.9% | $62,891-33.7% |
| Participation rate | 67.6% | 83.4%-15.7pp | 87.1%-19.4pp | 69.3%-1.7pp |
| Annual return | 7.56% | 12.05%-4.5pp | 29.30%-21.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $444 | $3,483-87.3% | $5,211-91.5% | $2,281-80.5% |
| Participant deferral / active EE | $2,070 | $4,812-57.0% | $6,282-67.1% | $3,203-35.4% |
| Admin fee / account holder | $260 | $5,371-95.2% | $9,324-97.2% | $4,296-94.0% |