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 | $22,264 | $157,256-85.8% | $141,162-84.2% | $152,861-85.4% |
| Participation rate | 14.3% | 84.8%-70.5pp | 82.5%-68.2pp | 82.4%-68.2pp |
| Annual return | 25.13% | 64.32%-39.2pp | 71.39%-46.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $171 | $5,261-96.7% | $4,735-96.4% | $4,762-96.4% |
| Participant deferral / active EE | $257 | $7,109-96.4% | $6,709-96.2% | $5,850-95.6% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |