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 | $49,282 | $72,277-31.8% | $101,248-51.3% | $79,858-38.3% |
| Participation rate | 36.6% | 68.5%-31.9pp | 75.8%-39.2pp | 69.6%-33.0pp |
| Annual return | 14.23% | 22.30%-8.1pp | 46.47%-32.2pp | 31.71%-17.5pp |
| Employer contribution / active EE | $415 | $2,692-84.6% | $3,660-88.7% | $2,471-83.2% |
| Participant deferral / active EE | $1,148 | $3,282-65.0% | $4,370-73.7% | $3,740-69.3% |
| Admin fee / account holder | $142 | $4,400-96.8% | $5,945-97.6% | $5,306-97.3% |