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 | $19,956 | $48,364-58.7% | $71,796-72.2% | $62,891-68.3% |
| Participation rate | 53.1% | 60.6%-7.5pp | 69.1%-16.0pp | 69.3%-16.2pp |
| Annual return | 33.84% | 13.16%+20.7pp | 78.04%-44.2pp | 20.14%+13.7pp |
| Employer contribution / active EE | $145 | $1,042-86.1% | $1,924-92.5% | $2,281-93.7% |
| Participant deferral / active EE | $688 | $2,091-67.1% | $2,794-75.4% | $3,203-78.5% |
| Admin fee / account holder | $124 | $3,771-96.7% | $4,815-97.4% | $4,296-97.1% |