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 | $30,332 | $65,376-53.6% | $87,100-65.2% | $65,185-53.5% |
| Participation rate | 36.3% | 75.3%-39.0pp | 76.9%-40.6pp | 70.2%-33.9pp |
| Annual return | 48.53% | 31.27%+17.3pp | 28.19%+20.3pp | 29.38%+19.1pp |
| Employer contribution / active EE | $194 | $1,822-89.4% | $2,521-92.3% | $2,177-91.1% |
| Participant deferral / active EE | $1,351 | $3,388-60.1% | $4,049-66.6% | $3,514-61.5% |
| Admin fee / account holder | $133 | $520-74.4% | $7,497-98.2% | $847-84.3% |