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 | $43,009 | $81,208-47.0% | $98,907-56.5% | $79,858-46.1% |
| Participation rate | 62.2% | 72.5%-10.3pp | 76.0%-13.8pp | 69.6%-7.4pp |
| Annual return | 12.35% | 60.99%-48.6pp | 196.43%-184.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $206 | $1,960-89.5% | $2,689-92.3% | $2,471-91.7% |
| Participant deferral / active EE | $1,124 | $3,265-65.6% | $4,244-73.5% | $3,740-70.0% |
| Admin fee / account holder | $105 | $6,013-98.3% | $6,642-98.4% | $5,306-98.0% |