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 | $27,695 | $99,341-72.1% | $84,750-67.3% | $273,961-89.9% |
| Participation rate | 37.5% | 80.7%-43.2pp | 76.6%-39.1pp | 83.0%-45.5pp |
| Annual return | 4.32% | 22.93%-18.6pp | 22.78%-18.5pp | 41.45%-37.1pp |
| Employer contribution / active EE | $161 | $4,214-96.2% | $3,574-95.5% | $4,869-96.7% |
| Participant deferral / active EE | $644 | $4,269-84.9% | $3,712-82.6% | $5,287-87.8% |
| Admin fee / account holder | $6 | $6,644-99.9% | $5,332-99.9% | $10,132-99.9% |