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 | $34,667 | $63,764-45.6% | $81,930-57.7% | $79,858-56.6% |
| Participation rate | 14.6% | 67.5%-52.9pp | 72.0%-57.4pp | 69.6%-55.0pp |
| Annual return | 18.84% | 22.66%-3.8pp | 29.49%-10.7pp | 31.71%-12.9pp |
| Employer contribution / active EE | $149 | $1,795-91.7% | $4,310-96.5% | $2,471-94.0% |
| Participant deferral / active EE | $829 | $2,780-70.2% | $7,107-88.3% | $3,740-77.8% |
| Admin fee / account holder | $87 | $4,426-98.0% | $5,158-98.3% | $5,306-98.4% |