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 | $52,934 | $58,828-10.0% | $77,999-32.1% | $62,891-15.8% |
| Participation rate | 8.3% | 71.1%-62.7pp | 75.5%-67.2pp | 69.3%-61.0pp |
| Annual return | 8.23% | 17.16%-8.9pp | 425.96%-417.7pp | 20.14%-11.9pp |
| Employer contribution / active EE | $148 | $1,672-91.1% | $2,470-94.0% | $2,281-93.5% |
| Participant deferral / active EE | $311 | $2,686-88.4% | $3,497-91.1% | $3,203-90.3% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,480-100.0% | $4,296-100.0% |