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 | $7,964 | $37,426-78.7% | $77,482-89.7% | $79,858-90.0% |
| Participation rate | 4.3% | 41.5%-37.2pp | 54.2%-49.8pp | 69.6%-65.3pp |
| Annual return | 20.77% | 39.70%-18.9pp | 54.79%-34.0pp | 31.71%-10.9pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $139 | $1,260-89.0% | $1,861-92.5% | $3,740-96.3% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |