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 | $49,212 | $82,523-40.4% | $115,752-57.5% | $70,131-29.8% |
| Participation rate | 12.5% | 74.0%-61.5pp | 77.8%-65.3pp | 69.5%-57.0pp |
| Annual return | 13.09% | 28.22%-15.1pp | 19.41%-6.3pp | 73.14%-60.0pp |
| Employer contribution / active EE | $460 | $2,758-83.3% | $3,492-86.8% | $2,342-80.4% |
| Participant deferral / active EE | $736 | $4,062-81.9% | $5,204-85.9% | $3,332-77.9% |
| Admin fee / account holder | $44 | $4,552-99.0% | $6,278-99.3% | $4,645-99.1% |