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 | $27,509 | $96,557-71.5% | $80,975-66.0% | $273,961-90.0% |
| Participation rate | 55.0% | 79.1%-24.1pp | 75.8%-20.8pp | 83.0%-28.0pp |
| Annual return | 6.57% | 15.14%-8.6pp | 17.10%-10.5pp | 41.45%-34.9pp |
| Employer contribution / active EE | $240 | $4,868-95.1% | $3,714-93.5% | $4,869-95.1% |
| Participant deferral / active EE | $1,050 | $6,598-84.1% | $5,696-81.6% | $5,287-80.1% |
| Admin fee / account holder | $258 | $7,492-96.6% | $5,516-95.3% | $10,132-97.5% |