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 | $30,185 | $78,422-61.5% | $95,952-68.5% | $79,858-62.2% |
| Participation rate | 24.1% | 73.5%-49.4pp | 77.1%-53.0pp | 69.6%-45.6pp |
| Annual return | 17.05% | 19.37%-2.3pp | 91.61%-74.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $295 | $1,945-84.8% | $2,541-88.4% | $2,471-88.0% |
| Participant deferral / active EE | $475 | $3,440-86.2% | $4,167-88.6% | $3,740-87.3% |
| Admin fee / account holder | $136 | $5,622-97.6% | $6,795-98.0% | $5,306-97.4% |