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 | $28,926 | $77,730-62.8% | $70,164-58.8% | $139,434-79.3% |
| Participation rate | 27.3% | 83.2%-55.9pp | 78.8%-51.6pp | 80.3%-53.0pp |
| Annual return | 12.18% | 18.98%-6.8pp | 18.87%-6.7pp | 372.94%-360.8pp |
| Employer contribution / active EE | $447 | $4,990-91.0% | $4,287-89.6% | $4,751-90.6% |
| Participant deferral / active EE | $447 | $6,448-93.1% | $5,395-91.7% | $6,710-93.3% |
| Admin fee / account holder | $75 | $5,368-98.6% | $4,561-98.3% | $11,403-99.3% |