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 | $17,886 | $39,122-54.3% | $57,179-68.7% | $62,891-71.6% |
| Participation rate | 9.8% | 70.5%-60.7pp | 75.3%-65.6pp | 69.3%-59.5pp |
| Annual return | 7.50% | 9.23%-1.7pp | 14.59%-7.1pp | 20.14%-12.6pp |
| Employer contribution / active EE | $201 | $1,874-89.3% | $2,682-92.5% | $2,281-91.2% |
| Participant deferral / active EE | $208 | $2,374-91.2% | $3,096-93.3% | $3,203-93.5% |
| Admin fee / account holder | $23 | $2,592-99.1% | $3,139-99.3% | $4,296-99.5% |