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 | $29,008 | $49,227-41.1% | $70,449-58.8% | $79,858-63.7% |
| Participation rate | 69.4% | 69.2%+0.3pp | 75.1%-5.6pp | 69.6%-0.2pp |
| Annual return | 23.15% | 30.06%-6.9pp | 109.03%-85.9pp | 31.71%-8.6pp |
| Employer contribution / active EE | $179 | $2,099-91.5% | $2,737-93.5% | $2,471-92.8% |
| Participant deferral / active EE | $785 | $2,768-71.6% | $3,709-78.8% | $3,740-79.0% |
| Admin fee / account holder | $230 | $2,878-92.0% | $3,845-94.0% | $5,306-95.7% |