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 | $17,403 | $85,202-79.6% | $172,739-89.9% | $72,985-76.2% |
| Participation rate | 10.8% | 70.1%-59.3pp | 82.6%-71.8pp | 69.5%-58.7pp |
| Annual return | 27.98% | 27.32%+0.7pp | 802.84%-774.9pp | 81.00%-53.0pp |
| Employer contribution / active EE | $151 | $3,324-95.5% | $5,143-97.1% | $2,440-93.8% |
| Participant deferral / active EE | $460 | $3,260-85.9% | $5,198-91.2% | $3,607-87.3% |
| Admin fee / account holder | $163 | $5,884-97.2% | $13,954-98.8% | $5,124-96.8% |