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 | $23,046 | $84,233-72.6% | $170,442-86.5% | $70,131-67.1% |
| Participation rate | 31.9% | 70.8%-38.9pp | 83.6%-51.7pp | 69.5%-37.6pp |
| Annual return | 17.09% | 23.06%-6.0pp | 205.93%-188.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $262 | $3,387-92.3% | $5,433-95.2% | $2,342-88.8% |
| Participant deferral / active EE | $419 | $3,086-86.4% | $4,939-91.5% | $3,332-87.4% |
| Admin fee / account holder | $17 | $5,698-99.7% | $13,880-99.9% | $4,645-99.6% |