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 | $38,466 | $46,869-17.9% | $122,332-68.6% | $70,131-45.2% |
| Participation rate | 15.2% | 58.2%-43.0pp | 71.6%-56.4pp | 69.5%-54.3pp |
| Annual return | 13.73% | 24.22%-10.5pp | 30.27%-16.5pp | 73.14%-59.4pp |
| Employer contribution / active EE | $43 | $1,288-96.6% | $4,050-98.9% | $2,342-98.1% |
| Participant deferral / active EE | $369 | $2,166-83.0% | $3,287-88.8% | $3,332-88.9% |
| Admin fee / account holder | $0 | $3,322-100.0% | $5,478-100.0% | $4,645-100.0% |