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 | $50,865 | $81,460-37.6% | $103,333-50.8% | $80,856-37.1% |
| Participation rate | 19.2% | 66.8%-47.6pp | 74.5%-55.3pp | 67.6%-48.4pp |
| Annual return | 13.92% | 25.55%-11.6pp | 24.88%-11.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $780 | $3,105-74.9% | $3,868-79.8% | $2,755-71.7% |
| Participant deferral / active EE | $1,452 | $3,869-62.5% | $5,057-71.3% | $4,296-66.2% |
| Admin fee / account holder | $87 | $6,566-98.7% | $8,355-99.0% | $6,918-98.7% |