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 | $48,799 | $99,341-50.9% | $84,750-42.4% | $273,961-82.2% |
| Participation rate | 68.2% | 80.7%-12.5pp | 76.6%-8.4pp | 83.0%-14.8pp |
| Annual return | 5.96% | 22.93%-17.0pp | 22.78%-16.8pp | 41.45%-35.5pp |
| Employer contribution / active EE | $358 | $4,214-91.5% | $3,574-90.0% | $4,869-92.6% |
| Participant deferral / active EE | $849 | $4,269-80.1% | $3,712-77.1% | $5,287-83.9% |
| Admin fee / account holder | $248 | $6,644-96.3% | $5,332-95.3% | $10,132-97.6% |