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 | $42,634 | $53,018-19.6% | $70,014-39.1% | $62,891-32.2% |
| Participation rate | 29.6% | 67.2%-37.6pp | 71.8%-42.2pp | 69.3%-39.7pp |
| Annual return | 7.72% | 13.35%-5.6pp | 12.99%-5.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $145 | $1,799-92.0% | $2,338-93.8% | $2,281-93.7% |
| Participant deferral / active EE | $598 | $2,395-75.0% | $2,931-79.6% | $3,203-81.3% |
| Admin fee / account holder | $279 | $3,690-92.4% | $4,380-93.6% | $4,296-93.5% |