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 | $46,811 | $96,557-51.5% | $80,975-42.2% | $273,961-82.9% |
| Participation rate | 38.9% | 79.1%-40.2pp | 75.8%-36.9pp | 83.0%-44.1pp |
| Annual return | 4.31% | 15.14%-10.8pp | 17.10%-12.8pp | 41.45%-37.1pp |
| Employer contribution / active EE | $106 | $4,868-97.8% | $3,714-97.2% | $4,869-97.8% |
| Participant deferral / active EE | $426 | $6,598-93.5% | $5,696-92.5% | $5,287-91.9% |
| Admin fee / account holder | $138 | $7,492-98.2% | $5,516-97.5% | $10,132-98.6% |