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 | $35,178 | $60,349-41.7% | $74,183-52.6% | $62,891-44.1% |
| Participation rate | 20.0% | 72.7%-52.7pp | 76.6%-56.6pp | 69.3%-49.3pp |
| Annual return | 7.77% | 21.37%-13.6pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $91 | $1,680-94.6% | $2,370-96.2% | $2,281-96.0% |
| Participant deferral / active EE | $140 | $2,856-95.1% | $3,550-96.0% | $3,203-95.6% |
| Admin fee / account holder | $86 | $4,261-98.0% | $5,586-98.5% | $4,296-98.0% |