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 | $34,510 | $99,985-65.5% | $146,665-76.5% | $85,850-59.8% |
| Participation rate | 29.0% | 73.1%-44.0pp | 80.1%-51.0pp | 69.3%-40.3pp |
| Annual return | 15.55% | 18.93%-3.4pp | 22.74%-7.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $480 | $2,559-81.2% | $4,136-88.4% | $2,565-81.3% |
| Participant deferral / active EE | $1,286 | $4,006-67.9% | $5,506-76.6% | $3,952-67.5% |
| Admin fee / account holder | $42 | $7,702-99.5% | $10,280-99.6% | $6,260-99.3% |