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 | $45,106 | $162,781-72.3% | $133,956-66.3% | $158,922-71.6% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 14.58% | 41.94%-27.4pp | 45.09%-30.5pp | 302.83%-288.2pp |
| Employer contribution / active EE | $382 | $4,975-92.3% | $3,919-90.2% | $4,761-92.0% |
| Participant deferral / active EE | $736 | $5,911-87.5% | $5,048-85.4% | $5,982-87.7% |
| Admin fee / account holder | $30 | $11,736-99.7% | $8,927-99.7% | $11,246-99.7% |