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 | $28,656 | $62,672-54.3% | $185,117-84.5% | $70,131-59.1% |
| Participation rate | 36.3% | 63.8%-27.5pp | 77.3%-41.0pp | 69.5%-33.3pp |
| Annual return | 13.30% | 40.79%-27.5pp | 40.50%-27.2pp | 73.14%-59.8pp |
| Employer contribution / active EE | $230 | $1,753-86.9% | $4,182-94.5% | $2,342-90.2% |
| Participant deferral / active EE | $639 | $3,272-80.5% | $5,045-87.3% | $3,332-80.8% |
| Admin fee / account holder | $299 | $3,932-92.4% | $8,159-96.3% | $4,645-93.6% |