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 | $35,943 | $127,065-71.7% | $113,168-68.2% | $142,382-74.8% |
| Participation rate | 10.0% | 79.2%-69.2pp | 76.6%-66.6pp | 80.1%-70.1pp |
| Annual return | 17.20% | 24.03%-6.8pp | 24.27%-7.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $279 | $3,442-91.9% | $2,975-90.6% | $4,299-93.5% |
| Participant deferral / active EE | $326 | $5,716-94.3% | $5,107-93.6% | $6,507-95.0% |
| Admin fee / account holder | $30 | $15,736-99.8% | $12,068-99.8% | $12,624-99.8% |