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 | $33,266 | $67,606-50.8% | $82,313-59.6% | $70,131-52.6% |
| Participation rate | 28.0% | 72.8%-44.8pp | 76.9%-48.9pp | 69.5%-41.5pp |
| Annual return | 20.13% | 21.57%-1.4pp | 25.88%-5.7pp | 73.14%-53.0pp |
| Employer contribution / active EE | $324 | $1,755-81.5% | $2,428-86.7% | $2,342-86.2% |
| Participant deferral / active EE | $558 | $2,987-81.3% | $3,706-85.0% | $3,332-83.3% |
| Admin fee / account holder | $233 | $4,512-94.8% | $5,608-95.8% | $4,645-95.0% |