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 | $50,021 | $95,453-47.6% | $112,040-55.4% | $82,448-39.3% |
| Participation rate | 27.8% | 72.8%-45.0pp | 76.5%-48.7pp | 68.1%-40.3pp |
| Annual return | 14.48% | 23.92%-9.4pp | 24.52%-10.0pp | 41.64%-27.2pp |
| Employer contribution / active EE | $226 | $2,318-90.2% | $2,954-92.3% | $2,551-91.1% |
| Participant deferral / active EE | $883 | $4,224-79.1% | $5,098-82.7% | $4,139-78.7% |
| Admin fee / account holder | $57 | $9,013-99.4% | $12,098-99.5% | $7,234-99.2% |