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 | $45,030 | $60,349-25.4% | $74,183-39.3% | $62,891-28.4% |
| Participation rate | 61.5% | 72.7%-11.2pp | 76.6%-15.1pp | 69.3%-7.8pp |
| Annual return | 8.85% | 21.37%-12.5pp | 17.74%-8.9pp | 20.14%-11.3pp |
| Employer contribution / active EE | $143 | $1,680-91.5% | $2,370-94.0% | $2,281-93.7% |
| Participant deferral / active EE | $924 | $2,856-67.6% | $3,550-74.0% | $3,203-71.1% |
| Admin fee / account holder | $44 | $4,261-99.0% | $5,586-99.2% | $4,296-99.0% |