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 | $42,053 | $167,484-74.9% | $151,611-72.3% | $134,475-68.7% |
| Participation rate | 65.0% | 88.4%-23.4pp | 87.5%-22.5pp | 81.2%-16.2pp |
| Annual return | 6.43% | 7.80%-1.4pp | 3.33%+3.1pp | 417.96%-411.5pp |
| Employer contribution / active EE | $264 | $6,829-96.1% | $6,166-95.7% | $4,740-94.4% |
| Participant deferral / active EE | $629 | $8,986-93.0% | $8,363-92.5% | $6,400-90.2% |
| Admin fee / account holder | $139 | $13,783-99.0% | $11,616-98.8% | $11,426-98.8% |