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 | $11,478 | $45,073-74.5% | $69,455-83.5% | $72,985-84.3% |
| Participation rate | 10.8% | 68.5%-57.7pp | 74.6%-63.8pp | 69.5%-58.7pp |
| Annual return | 21.64% | 22.65%-1.0pp | 28.97%-7.3pp | 81.00%-59.4pp |
| Employer contribution / active EE | $160 | $2,054-92.2% | $2,779-94.2% | $2,440-93.4% |
| Participant deferral / active EE | $204 | $2,602-92.2% | $3,535-94.2% | $3,607-94.3% |
| Admin fee / account holder | $81 | $3,056-97.4% | $3,839-97.9% | $5,124-98.4% |