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 | $36,521 | $153,772-76.2% | $133,980-72.7% | $273,961-86.7% |
| Participation rate | 68.4% | 88.4%-19.9pp | 87.1%-18.6pp | 83.0%-14.6pp |
| Annual return | 8.36% | 36.51%-28.2pp | 29.30%-20.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $979 | $6,029-83.8% | $5,211-81.2% | $4,869-79.9% |
| Participant deferral / active EE | $1,638 | $6,958-76.5% | $6,282-73.9% | $5,287-69.0% |
| Admin fee / account holder | $6 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |