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 | $18,623 | $102,616-81.9% | $81,983-77.3% | $158,922-88.3% |
| Participation rate | 36.8% | 75.5%-38.7pp | 69.2%-32.4pp | 82.0%-45.1pp |
| Annual return | 15.52% | 61.04%-45.5pp | 41.31%-25.8pp | 302.83%-287.3pp |
| Employer contribution / active EE | $146 | $3,240-95.5% | $2,498-94.1% | $4,761-96.9% |
| Participant deferral / active EE | $419 | $4,648-91.0% | $3,722-88.7% | $5,982-93.0% |
| Admin fee / account holder | $284 | $8,235-96.5% | $5,664-95.0% | $11,246-97.5% |