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 | $12,552 | $39,122-67.9% | $57,179-78.0% | $62,891-80.0% |
| Participation rate | 8.7% | 70.5%-61.8pp | 75.3%-66.6pp | 69.3%-60.6pp |
| Annual return | 7.30% | 9.23%-1.9pp | 14.59%-7.3pp | 20.14%-12.8pp |
| Employer contribution / active EE | $37 | $1,874-98.0% | $2,682-98.6% | $2,281-98.4% |
| Participant deferral / active EE | $180 | $2,374-92.4% | $3,096-94.2% | $3,203-94.4% |
| Admin fee / account holder | $172 | $2,592-93.4% | $3,139-94.5% | $4,296-96.0% |