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 | $42,445 | $43,327-2.0% | $59,878-29.1% | $64,186-33.9% |
| Participation rate | 58.5% | 69.2%-10.7pp | 74.7%-16.2pp | 69.6%-11.1pp |
| Annual return | 15.08% | -1.55%+16.6pp | 3.46%+11.6pp | 7.63%+7.5pp |
| Employer contribution / active EE | $264 | $2,028-87.0% | $2,722-90.3% | $2,381-88.9% |
| Participant deferral / active EE | $741 | $2,546-70.9% | $3,402-78.2% | $3,470-78.7% |
| Admin fee / account holder | $191 | $3,005-93.6% | $3,590-94.7% | $4,888-96.1% |