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 | $12,548 | $100,773-87.5% | $88,946-85.9% | $142,382-91.2% |
| Participation rate | 16.7% | 74.3%-57.6pp | 68.8%-52.2pp | 80.1%-63.5pp |
| Annual return | 16.41% | 70.18%-53.8pp | 57.82%-41.4pp | 217.08%-200.7pp |
| Employer contribution / active EE | $88 | $2,918-97.0% | $2,555-96.5% | $4,299-97.9% |
| Participant deferral / active EE | $88 | $5,230-98.3% | $4,581-98.1% | $6,507-98.6% |
| Admin fee / account holder | $20 | $9,693-99.8% | $8,261-99.8% | $12,624-99.8% |