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 | $36,827 | $72,492-49.2% | $87,100-57.7% | $72,985-49.5% |
| Participation rate | 15.0% | 72.8%-57.8pp | 76.9%-61.9pp | 69.5%-54.5pp |
| Annual return | 25.76% | 24.46%+1.3pp | 28.19%-2.4pp | 81.00%-55.2pp |
| Employer contribution / active EE | $374 | $1,894-80.3% | $2,521-85.2% | $2,440-84.7% |
| Participant deferral / active EE | $1,383 | $3,270-57.7% | $4,049-65.8% | $3,607-61.7% |
| Admin fee / account holder | $14 | $5,055-99.7% | $7,497-99.8% | $5,124-99.7% |