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 | $25,288 | $65,365-61.3% | $92,893-72.8% | $72,985-65.4% |
| Participation rate | 24.2% | 68.3%-44.1pp | 76.0%-51.8pp | 69.5%-45.2pp |
| Annual return | 187.77% | 42.10%+145.7pp | 109.41%+78.4pp | 81.00%+106.8pp |
| Employer contribution / active EE | $573 | $2,594-77.9% | $3,653-84.3% | $2,440-76.5% |
| Participant deferral / active EE | $847 | $3,128-72.9% | $4,236-80.0% | $3,607-76.5% |
| Admin fee / account holder | $34 | $4,251-99.2% | $5,794-99.4% | $5,124-99.3% |