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 | $25,115 | $70,428-64.3% | $96,562-74.0% | $85,850-70.7% |
| Participation rate | 19.4% | 61.8%-42.5pp | 69.8%-50.5pp | 69.3%-50.0pp |
| Annual return | 12.23% | 18.59%-6.4pp | 37.78%-25.6pp | 318.53%-306.3pp |
| Employer contribution / active EE | $49 | $1,413-96.5% | $2,356-97.9% | $2,565-98.1% |
| Participant deferral / active EE | $338 | $2,894-88.3% | $3,849-91.2% | $3,952-91.4% |
| Admin fee / account holder | $74 | $4,997-98.5% | $6,181-98.8% | $6,260-98.8% |