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 | $40,508 | $135,952-70.2% | $123,892-67.3% | $273,961-85.2% |
| Participation rate | 22.7% | 84.1%-61.3pp | 81.4%-58.7pp | 83.0%-60.3pp |
| Annual return | 7.40% | 56.63%-49.2pp | 47.52%-40.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $237 | $5,170-95.4% | $4,617-94.9% | $4,869-95.1% |
| Participant deferral / active EE | $237 | $6,343-96.3% | $5,984-96.0% | $5,287-95.5% |
| Admin fee / account holder | $237 | $9,817-97.6% | $8,357-97.2% | $10,132-97.7% |