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 | $62,733 | $72,492-13.5% | $87,100-28.0% | $72,985-14.0% |
| Participation rate | 27.8% | 72.8%-45.0pp | 76.9%-49.1pp | 69.5%-41.7pp |
| Annual return | 17.61% | 24.46%-6.8pp | 28.19%-10.6pp | 81.00%-63.4pp |
| Employer contribution / active EE | $147 | $1,894-92.2% | $2,521-94.2% | $2,440-94.0% |
| Participant deferral / active EE | $953 | $3,270-70.9% | $4,049-76.5% | $3,607-73.6% |
| Admin fee / account holder | $36 | $5,055-99.3% | $7,497-99.5% | $5,124-99.3% |