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 | $16,341 | $73,515-77.8% | $62,995-74.1% | $147,584-88.9% |
| Participation rate | 15.0% | 77.9%-62.9pp | 74.8%-59.8pp | 82.8%-67.8pp |
| Annual return | 14.62% | 175.43%-160.8pp | 87.57%-72.9pp | 578.55%-563.9pp |
| Employer contribution / active EE | $141 | $3,320-95.8% | $2,759-94.9% | $4,876-97.1% |
| Participant deferral / active EE | $208 | $4,185-95.0% | $3,329-93.8% | $5,439-96.2% |
| Admin fee / account holder | $28 | $5,953-99.5% | $3,600-99.2% | $10,885-99.7% |