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 | $3,903 | $54,705-92.9% | $71,209-94.5% | $84,808-95.4% |
| Participation rate | 22.9% | 64.1%-41.2pp | 73.8%-50.9pp | 68.3%-45.5pp |
| Annual return | 19.83% | 35.90%-16.1pp | 282.51%-262.7pp | 40.90%-21.1pp |
| Employer contribution / active EE | $111 | $2,158-94.8% | $2,721-95.9% | $2,631-95.8% |
| Participant deferral / active EE | $187 | $3,030-93.8% | $4,175-95.5% | $4,212-95.6% |
| Admin fee / account holder | $22 | $4,863-99.6% | $5,349-99.6% | $7,344-99.7% |