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 | $32,092 | $48,364-33.6% | $71,796-55.3% | $62,891-49.0% |
| Participation rate | 22.4% | 60.6%-38.2pp | 69.1%-46.7pp | 69.3%-46.9pp |
| Annual return | 100.52% | 13.16%+87.4pp | 78.04%+22.5pp | 20.14%+80.4pp |
| Employer contribution / active EE | $138 | $1,042-86.7% | $1,924-92.8% | $2,281-93.9% |
| Participant deferral / active EE | $670 | $2,091-68.0% | $2,794-76.0% | $3,203-79.1% |
| Admin fee / account holder | $258 | $3,771-93.2% | $4,815-94.6% | $4,296-94.0% |