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 | $36,522 | $96,557-62.2% | $80,975-54.9% | $273,961-86.7% |
| Participation rate | 6.7% | 79.1%-72.4pp | 75.8%-69.1pp | 83.0%-76.3pp |
| Annual return | 7.96% | 15.14%-7.2pp | 17.10%-9.1pp | 41.45%-33.5pp |
| Employer contribution / active EE | $209 | $4,868-95.7% | $3,714-94.4% | $4,869-95.7% |
| Participant deferral / active EE | $261 | $6,598-96.0% | $5,696-95.4% | $5,287-95.1% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |