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 | $23,570 | $64,324-63.4% | $118,925-80.2% | $79,858-70.5% |
| Participation rate | 13.6% | 64.9%-51.2pp | 75.4%-61.7pp | 69.6%-56.0pp |
| Annual return | 15.36% | 86.45%-71.1pp | 35.88%-20.5pp | 31.71%-16.4pp |
| Employer contribution / active EE | $233 | $1,836-87.3% | $3,263-92.9% | $2,471-90.6% |
| Participant deferral / active EE | $429 | $2,824-84.8% | $4,265-89.9% | $3,740-88.5% |
| Admin fee / account holder | $8 | $4,040-99.8% | $6,581-99.9% | $5,306-99.8% |