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 | $27,769 | $58,512-52.5% | $84,015-66.9% | $72,985-62.0% |
| Participation rate | 66.7% | 61.2%+5.4pp | 69.0%-2.3pp | 69.5%-2.8pp |
| Annual return | 24.10% | 28.93%-4.8pp | 71.31%-47.2pp | 81.00%-56.9pp |
| Employer contribution / active EE | $210 | $1,163-81.9% | $1,983-89.4% | $2,440-91.4% |
| Participant deferral / active EE | $788 | $2,394-67.1% | $3,239-75.7% | $3,607-78.2% |
| Admin fee / account holder | $200 | $4,569-95.6% | $6,101-96.7% | $5,124-96.1% |