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 | $33,772 | $136,307-75.2% | $106,619-68.3% | $273,961-87.7% |
| Participation rate | 20.0% | 84.8%-64.8pp | 78.0%-58.0pp | 83.0%-63.0pp |
| Annual return | 8.25% | 11.05%-2.8pp | 9.42%-1.2pp | 41.45%-33.2pp |
| Employer contribution / active EE | $129 | $5,190-97.5% | $3,947-96.7% | $4,869-97.3% |
| Participant deferral / active EE | $172 | $4,969-96.5% | $3,930-95.6% | $5,287-96.7% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |