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 | $79,130 | $60,349+31.1% | $74,183+6.7% | $62,891+25.8% |
| Participation rate | 32.8% | 72.7%-39.9pp | 76.6%-43.8pp | 69.3%-36.5pp |
| Annual return | 8.85% | 21.37%-12.5pp | 17.74%-8.9pp | 20.14%-11.3pp |
| Employer contribution / active EE | $283 | $1,680-83.1% | $2,370-88.0% | $2,281-87.6% |
| Participant deferral / active EE | $577 | $2,856-79.8% | $3,550-83.7% | $3,203-82.0% |
| Admin fee / account holder | $11 | $4,261-99.8% | $5,586-99.8% | $4,296-99.8% |