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 | $44,713 | $72,492-38.3% | $87,100-48.7% | $72,985-38.7% |
| Participation rate | 24.6% | 72.8%-48.2pp | 76.9%-52.3pp | 69.5%-44.9pp |
| Annual return | 42.87% | 24.46%+18.4pp | 28.19%+14.7pp | 81.00%-38.1pp |
| Employer contribution / active EE | $283 | $1,894-85.0% | $2,521-88.8% | $2,440-88.4% |
| Participant deferral / active EE | $974 | $3,270-70.2% | $4,049-75.9% | $3,607-73.0% |
| Admin fee / account holder | $146 | $5,055-97.1% | $7,497-98.0% | $5,124-97.1% |