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 | $16,505 | $154,365-89.3% | $130,231-87.3% | $139,434-88.2% |
| Participation rate | 40.0% | 79.9%-39.9pp | 76.3%-36.3pp | 80.3%-40.3pp |
| Annual return | 11.81% | 30.34%-18.5pp | 38.77%-27.0pp | 372.94%-361.1pp |
| Employer contribution / active EE | $30 | $5,170-99.4% | $4,126-99.3% | $4,751-99.4% |
| Participant deferral / active EE | $75 | $8,498-99.1% | $6,799-98.9% | $6,710-98.9% |
| Admin fee / account holder | $121 | $9,214-98.7% | $6,020-98.0% | $11,403-98.9% |