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 | $34,208 | $82,032-58.3% | $123,104-72.2% | $59,632-42.6% |
| Participation rate | 29.0% | 83.2%-54.2pp | 86.8%-57.7pp | 68.7%-39.6pp |
| Annual return | -1.20% | 5.12%-6.3pp | 13.22%-14.4pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $661 | $3,297-79.9% | $5,151-87.2% | $2,203-70.0% |
| Participant deferral / active EE | $1,504 | $4,667-67.8% | $6,230-75.9% | $3,192-52.9% |
| Admin fee / account holder | $59 | $5,881-99.0% | $9,015-99.3% | $4,297-98.6% |