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 | $36,980 | $99,341-62.8% | $84,750-56.4% | $273,961-86.5% |
| Participation rate | 21.4% | 80.7%-59.3pp | 76.6%-55.2pp | 83.0%-61.6pp |
| Annual return | 7.06% | 22.93%-15.9pp | 22.78%-15.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $172 | $4,214-95.9% | $3,574-95.2% | $4,869-96.5% |
| Participant deferral / active EE | $687 | $4,269-83.9% | $3,712-81.5% | $5,287-87.0% |
| Admin fee / account holder | $187 | $6,644-97.2% | $5,332-96.5% | $10,132-98.2% |