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 5-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 | $47,108 | $80,717-41.6% | $154,803-69.6% | $84,808-44.5% |
| Participation rate | 8.1% | 66.8%-58.7pp | 78.1%-70.0pp | 68.3%-60.2pp |
| Annual return | 24.49% | 37.96%-13.5pp | 58.88%-34.4pp | 40.90%-16.4pp |
| Employer contribution / active EE | $83 | $2,761-97.0% | $4,305-98.1% | $2,631-96.8% |
| Participant deferral / active EE | $704 | $3,303-78.7% | $5,540-87.3% | $4,212-83.3% |
| Admin fee / account holder | $30 | $6,746-99.6% | $14,329-99.8% | $7,344-99.6% |