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 | $26,270 | $136,307-80.7% | $106,619-75.4% | $273,961-90.4% |
| Participation rate | 47.6% | 84.8%-37.2pp | 78.0%-30.4pp | 83.0%-35.4pp |
| Annual return | 7.15% | 11.05%-3.9pp | 9.42%-2.3pp | 41.45%-34.3pp |
| Employer contribution / active EE | $640 | $5,190-87.7% | $3,947-83.8% | $4,869-86.9% |
| Participant deferral / active EE | $900 | $4,969-81.9% | $3,930-77.1% | $5,287-83.0% |
| Admin fee / account holder | $276 | $8,625-96.8% | $6,418-95.7% | $10,132-97.3% |