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 | $41,189 | $153,772-73.2% | $133,980-69.3% | $273,961-85.0% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 7.95% | 36.51%-28.6pp | 29.30%-21.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,223 | $6,029-79.7% | $5,211-76.5% | $4,869-74.9% |
| Participant deferral / active EE | $1,834 | $6,958-73.6% | $6,282-70.8% | $5,287-65.3% |
| Admin fee / account holder | $145 | $11,765-98.8% | $9,324-98.4% | $10,132-98.6% |