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 | $19,685 | $81,248-75.8% | $155,509-87.3% | $80,856-75.7% |
| Participation rate | 2.2% | 66.2%-64.1pp | 78.2%-76.0pp | 67.6%-65.5pp |
| Annual return | 15.82% | 33.31%-17.5pp | 64.67%-48.8pp | 35.59%-19.8pp |
| Employer contribution / active EE | $11 | $3,100-99.6% | $4,672-99.8% | $2,755-99.6% |
| Participant deferral / active EE | $13 | $3,452-99.6% | $5,626-99.8% | $4,296-99.7% |
| Admin fee / account holder | $174 | $7,997-97.8% | $15,912-98.9% | $6,918-97.5% |