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 | $42,618 | $60,349-29.4% | $74,183-42.5% | $62,891-32.2% |
| Participation rate | 39.2% | 72.7%-33.5pp | 76.6%-37.4pp | 69.3%-30.1pp |
| Annual return | 8.70% | 21.37%-12.7pp | 17.74%-9.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $11 | $1,680-99.3% | $2,370-99.5% | $2,281-99.5% |
| Participant deferral / active EE | $732 | $2,856-74.4% | $3,550-79.4% | $3,203-77.2% |
| Admin fee / account holder | $184 | $4,261-95.7% | $5,586-96.7% | $4,296-95.7% |