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 | $33,651 | $79,944-57.9% | $98,439-65.8% | $75,163-55.2% |
| Participation rate | 43.8% | 70.4%-26.6pp | 75.2%-31.4pp | 67.2%-23.4pp |
| Annual return | 31.68% | 19.75%+11.9pp | 21.16%+10.5pp | 160.62%-128.9pp |
| Employer contribution / active EE | $542 | $2,264-76.0% | $3,048-82.2% | $2,670-79.7% |
| Participant deferral / active EE | $819 | $3,752-78.2% | $4,738-82.7% | $4,125-80.2% |
| Admin fee / account holder | $193 | $6,840-97.2% | $8,948-97.8% | $5,651-96.6% |