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 | $26,246 | $135,952-80.7% | $123,892-78.8% | $273,961-90.4% |
| Participation rate | 15.8% | 84.1%-68.3pp | 81.4%-65.6pp | 83.0%-67.2pp |
| Annual return | 6.95% | 56.63%-49.7pp | 47.52%-40.6pp | 41.45%-34.5pp |
| Employer contribution / active EE | $138 | $5,170-97.3% | $4,617-97.0% | $4,869-97.2% |
| Participant deferral / active EE | $1,182 | $6,343-81.4% | $5,984-80.3% | $5,287-77.7% |
| Admin fee / account holder | $154 | $9,817-98.4% | $8,357-98.2% | $10,132-98.5% |