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 | $16,385 | $77,899-79.0% | $149,673-89.1% | $75,163-78.2% |
| Participation rate | 30.1% | 65.6%-35.5pp | 78.8%-48.7pp | 67.2%-37.1pp |
| Annual return | 18.28% | 31.72%-13.4pp | 134.42%-116.1pp | 160.62%-142.3pp |
| Employer contribution / active EE | $293 | $3,137-90.7% | $4,818-93.9% | $2,670-89.0% |
| Participant deferral / active EE | $751 | $3,411-78.0% | $5,680-86.8% | $4,125-81.8% |
| Admin fee / account holder | $1 | $5,956-100.0% | $13,210-100.0% | $5,651-100.0% |