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 | $40,373 | $54,762-26.3% | $90,281-55.3% | $72,985-44.7% |
| Participation rate | 61.5% | 65.1%-3.6pp | 73.3%-11.7pp | 69.5%-7.9pp |
| Annual return | 24.72% | 30.63%-5.9pp | 78.10%-53.4pp | 81.00%-56.3pp |
| Employer contribution / active EE | $126 | $2,092-94.0% | $2,854-95.6% | $2,440-94.8% |
| Participant deferral / active EE | $715 | $2,887-75.2% | $3,885-81.6% | $3,607-80.2% |
| Admin fee / account holder | $66 | $3,972-98.3% | $5,351-98.8% | $5,124-98.7% |