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 | $25,535 | $51,576-50.5% | $129,207-80.2% | $80,856-68.4% |
| Participation rate | 34.4% | 57.0%-22.6pp | 69.6%-35.2pp | 67.6%-33.2pp |
| Annual return | 17.52% | 20.81%-3.3pp | 9417.33%-9399.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $154 | $1,584-90.3% | $4,153-96.3% | $2,755-94.4% |
| Participant deferral / active EE | $483 | $2,669-81.9% | $4,168-88.4% | $4,296-88.8% |
| Admin fee / account holder | $254 | $4,305-94.1% | $7,715-96.7% | $6,918-96.3% |