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 | $14,184 | $83,337-83.0% | $67,834-79.1% | $273,961-94.8% |
| Participation rate | 12.5% | 76.4%-63.9pp | 68.8%-56.3pp | 83.0%-70.5pp |
| Annual return | 7.19% | 259.45%-252.3pp | 138.47%-131.3pp | 41.45%-34.3pp |
| Employer contribution / active EE | $237 | $3,287-92.8% | $2,403-90.1% | $4,869-95.1% |
| Participant deferral / active EE | $440 | $4,088-89.2% | $3,160-86.1% | $5,287-91.7% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |