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 | $33,595 | $73,933-54.6% | $96,683-65.3% | $75,163-55.3% |
| Participation rate | 23.1% | 66.4%-43.3pp | 74.3%-51.3pp | 67.2%-44.1pp |
| Annual return | 21.13% | 26.70%-5.6pp | 35.69%-14.6pp | 160.62%-139.5pp |
| Employer contribution / active EE | $572 | $2,928-80.4% | $3,737-84.7% | $2,670-78.6% |
| Participant deferral / active EE | $1,060 | $3,659-71.0% | $4,878-78.3% | $4,125-74.3% |
| Admin fee / account holder | $25 | $5,216-99.5% | $6,730-99.6% | $5,651-99.6% |