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 | $41,730 | $88,707-53.0% | $74,183-43.7% | $273,961-84.8% |
| Participation rate | 64.3% | 79.4%-15.2pp | 76.6%-12.3pp | 83.0%-18.7pp |
| Annual return | 6.88% | 11.94%-5.1pp | 17.74%-10.9pp | 41.45%-34.6pp |
| Employer contribution / active EE | $271 | $3,159-91.4% | $2,370-88.6% | $4,869-94.4% |
| Participant deferral / active EE | $795 | $4,212-81.1% | $3,550-77.6% | $5,287-85.0% |
| Admin fee / account holder | $106 | $8,717-98.8% | $5,586-98.1% | $10,132-99.0% |