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 | $20,678 | $53,777-61.5% | $134,143-84.6% | $79,858-74.1% |
| Participation rate | 10.7% | 58.8%-48.1pp | 72.2%-61.5pp | 69.6%-58.9pp |
| Annual return | 18.67% | 19.01%-0.3pp | 36.33%-17.7pp | 31.71%-13.0pp |
| Employer contribution / active EE | $124 | $1,321-90.6% | $3,704-96.6% | $2,471-95.0% |
| Participant deferral / active EE | $124 | $2,420-94.9% | $3,499-96.4% | $3,740-96.7% |
| Admin fee / account holder | $0 | $3,984-100.0% | $6,684-100.0% | $5,306-100.0% |