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 | $42,255 | $89,808-52.9% | $100,391-57.9% | $77,643-45.6% |
| Participation rate | 15.4% | 81.2%-65.8pp | 81.5%-66.0pp | 70.6%-55.1pp |
| Annual return | 19.57% | 20.62%-1.0pp | 49.20%-29.6pp | 31.24%-11.7pp |
| Employer contribution / active EE | $289 | $3,039-90.5% | $3,942-92.7% | $2,726-89.4% |
| Participant deferral / active EE | $604 | $8,284-92.7% | $8,082-92.5% | $4,647-87.0% |
| Admin fee / account holder | $284 | $174+62.6% | $7,899-96.4% | $430-34.1% |