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 | $19,756 | $105,859-81.3% | $90,160-78.1% | $147,584-86.6% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 14.66% | 37.63%-23.0pp | 34.88%-20.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $193 | $4,126-95.3% | $3,318-94.2% | $4,876-96.0% |
| Participant deferral / active EE | $227 | $5,733-96.0% | $5,288-95.7% | $5,439-95.8% |
| Admin fee / account holder | $184 | $8,046-97.7% | $5,943-96.9% | $10,885-98.3% |