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 | $28,112 | $55,706-49.5% | $75,886-63.0% | $72,985-61.5% |
| Participation rate | 39.3% | 61.1%-21.8pp | 69.3%-30.0pp | 69.5%-30.2pp |
| Annual return | 21.36% | 27.59%-6.2pp | 30.76%-9.4pp | 81.00%-59.6pp |
| Employer contribution / active EE | $211 | $1,687-87.5% | $2,500-91.6% | $2,440-91.4% |
| Participant deferral / active EE | $942 | $2,634-64.2% | $3,603-73.9% | $3,607-73.9% |
| Admin fee / account holder | $87 | $3,978-97.8% | $5,418-98.4% | $5,124-98.3% |