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 | $43,224 | $181,894-76.2% | $156,549-72.4% | $273,961-84.2% |
| Participation rate | 57.9% | 88.4%-30.5pp | 84.0%-26.1pp | 83.0%-25.1pp |
| Annual return | 7.50% | 30.74%-23.2pp | 32.23%-24.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $528 | $6,248-91.5% | $5,501-90.4% | $4,869-89.1% |
| Participant deferral / active EE | $585 | $5,550-89.5% | $4,871-88.0% | $5,287-88.9% |
| Admin fee / account holder | $42 | $15,559-99.7% | $13,027-99.7% | $10,132-99.6% |