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 | $14,980 | $96,484-84.5% | $75,886-80.3% | $152,861-90.2% |
| Participation rate | 33.3% | 76.2%-42.9pp | 69.3%-35.9pp | 82.4%-49.1pp |
| Annual return | 25.53% | 33.98%-8.5pp | 30.76%-5.2pp | 345.32%-319.8pp |
| Employer contribution / active EE | $364 | $3,309-89.0% | $2,500-85.4% | $4,762-92.4% |
| Participant deferral / active EE | $816 | $4,553-82.1% | $3,603-77.4% | $5,850-86.1% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |