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 | $35,702 | $106,749-66.6% | $145,433-75.5% | $82,448-56.7% |
| Participation rate | 51.3% | 75.6%-24.4pp | 82.1%-30.8pp | 68.1%-16.8pp |
| Annual return | 16.47% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $436 | $3,444-87.3% | $4,554-90.4% | $2,551-82.9% |
| Participant deferral / active EE | $2,214 | $6,519-66.0% | $7,897-72.0% | $4,139-46.5% |
| Admin fee / account holder | $268 | $8,390-96.8% | $13,129-98.0% | $7,234-96.3% |