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 | $17,424 | $73,515-76.3% | $62,995-72.3% | $147,584-88.2% |
| Participation rate | 8.7% | 77.9%-69.2pp | 74.8%-66.1pp | 82.8%-74.1pp |
| Annual return | 23.30% | 175.43%-152.1pp | 87.57%-64.3pp | 578.55%-555.2pp |
| Employer contribution / active EE | $196 | $3,320-94.1% | $2,759-92.9% | $4,876-96.0% |
| Participant deferral / active EE | $275 | $4,185-93.4% | $3,329-91.7% | $5,439-94.9% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |