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 | $21,759 | $39,122-44.4% | $57,179-61.9% | $62,891-65.4% |
| Participation rate | 11.8% | 70.5%-58.7pp | 75.3%-63.6pp | 69.3%-57.5pp |
| Annual return | 8.77% | 9.23%-0.5pp | 14.59%-5.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $105 | $1,874-94.4% | $2,682-96.1% | $2,281-95.4% |
| Participant deferral / active EE | $195 | $2,374-91.8% | $3,096-93.7% | $3,203-93.9% |
| Admin fee / account holder | $5 | $2,592-99.8% | $3,139-99.8% | $4,296-99.9% |