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 | $17,181 | $46,553-63.1% | $64,056-73.2% | $75,163-77.1% |
| Participation rate | 28.4% | 65.9%-37.5pp | 72.3%-43.9pp | 67.2%-38.8pp |
| Annual return | 19.48% | 26.03%-6.6pp | 33.69%-14.2pp | 160.62%-141.1pp |
| Employer contribution / active EE | $221 | $1,974-88.8% | $2,747-92.0% | $2,670-91.7% |
| Participant deferral / active EE | $446 | $2,837-84.3% | $3,880-88.5% | $4,125-89.2% |
| Admin fee / account holder | $178 | $2,952-94.0% | $3,068-94.2% | $5,651-96.9% |