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 | $24,606 | $68,547-64.1% | $120,354-79.6% | $80,856-69.6% |
| Participation rate | 14.1% | 61.6%-47.5pp | 71.9%-57.8pp | 67.6%-53.5pp |
| Annual return | 12.35% | 23.60%-11.2pp | 107.15%-94.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $161 | $2,051-92.2% | $3,463-95.4% | $2,755-94.2% |
| Participant deferral / active EE | $299 | $3,173-90.6% | $4,991-94.0% | $4,296-93.0% |
| Admin fee / account holder | $2 | $5,732-100.0% | $9,423-100.0% | $6,918-100.0% |