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 | $32,360 | $87,540-63.0% | $75,781-57.3% | $125,391-74.2% |
| Participation rate | 42.9% | 80.2%-37.3pp | 75.8%-33.0pp | 83.2%-40.3pp |
| Annual return | 0.12% | 13.48%-13.4pp | 9.68%-9.6pp | 282.22%-282.1pp |
| Employer contribution / active EE | $11 | $3,930-99.7% | $3,323-99.7% | $4,866-99.8% |
| Participant deferral / active EE | $25 | $4,229-99.4% | $3,651-99.3% | $5,352-99.5% |
| Admin fee / account holder | $47 | $6,502-99.3% | $5,299-99.1% | $9,540-99.5% |