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 | $41,017 | $73,933-44.5% | $96,683-57.6% | $75,163-45.4% |
| Participation rate | 43.6% | 66.4%-22.8pp | 74.3%-30.8pp | 67.2%-23.6pp |
| Annual return | 15.83% | 26.70%-10.9pp | 35.69%-19.9pp | 160.62%-144.8pp |
| Employer contribution / active EE | $256 | $2,928-91.2% | $3,737-93.1% | $2,670-90.4% |
| Participant deferral / active EE | $1,198 | $3,659-67.3% | $4,878-75.4% | $4,125-71.0% |
| Admin fee / account holder | $146 | $5,216-97.2% | $6,730-97.8% | $5,651-97.4% |