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 | $32,941 | $82,882-60.3% | $127,761-74.2% | $72,985-54.9% |
| Participation rate | 34.9% | 71.5%-36.6pp | 79.0%-44.1pp | 69.5%-34.6pp |
| Annual return | 24.94% | 32.20%-7.3pp | 26.14%-1.2pp | 81.00%-56.1pp |
| Employer contribution / active EE | $335 | $3,346-90.0% | $4,574-92.7% | $2,440-86.3% |
| Participant deferral / active EE | $1,612 | $4,791-66.3% | $6,021-73.2% | $3,607-55.3% |
| Admin fee / account holder | -$220 | $6,487-103.4% | $9,395-102.3% | $5,124-104.3% |