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 | $37,917 | $43,075-12.0% | $74,583-49.2% | $62,891-39.7% |
| Participation rate | 15.4% | 58.1%-42.7pp | 68.1%-52.7pp | 69.3%-53.9pp |
| Annual return | 6.26% | 17.50%-11.2pp | 20.47%-14.2pp | 20.14%-13.9pp |
| Employer contribution / active EE | $133 | $1,498-91.2% | $2,525-94.8% | $2,281-94.2% |
| Participant deferral / active EE | $365 | $2,389-84.7% | $3,458-89.5% | $3,203-88.6% |
| Admin fee / account holder | $48 | $2,840-98.3% | $4,138-98.9% | $4,296-98.9% |