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 | $46,565 | $67,411-30.9% | $91,001-48.8% | $70,131-33.6% |
| Participation rate | 44.9% | 71.4%-26.5pp | 75.6%-30.7pp | 69.5%-24.6pp |
| Annual return | 13.72% | -40.16%+53.9pp | 4.60%+9.1pp | 73.14%-59.4pp |
| Employer contribution / active EE | $174 | $1,786-90.3% | $2,456-92.9% | $2,342-92.6% |
| Participant deferral / active EE | $887 | $2,823-68.6% | $3,547-75.0% | $3,332-73.4% |
| Admin fee / account holder | $92 | $4,236-97.8% | $5,417-98.3% | $4,645-98.0% |