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 | $26,720 | $77,503-65.5% | $100,391-73.4% | $80,856-67.0% |
| Participation rate | 40.7% | 76.9%-36.2pp | 81.5%-40.7pp | 67.6%-26.9pp |
| Annual return | 13.50% | 37.20%-23.7pp | 49.20%-35.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $228 | $2,801-91.9% | $3,942-94.2% | $2,755-91.7% |
| Participant deferral / active EE | $1,015 | $6,820-85.1% | $8,082-87.4% | $4,296-76.4% |
| Admin fee / account holder | $60 | $5,897-99.0% | $7,899-99.2% | $6,918-99.1% |