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 | $18,462 | $91,190-79.8% | $178,490-89.7% | $79,858-76.9% |
| Participation rate | 43.6% | 69.2%-25.6pp | 81.9%-38.3pp | 69.6%-26.0pp |
| Annual return | 13.85% | 24.19%-10.3pp | 151.07%-137.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $112 | $3,256-96.6% | $5,011-97.8% | $2,471-95.5% |
| Participant deferral / active EE | $602 | $3,236-81.4% | $5,202-88.4% | $3,740-83.9% |
| Admin fee / account holder | $208 | $6,751-96.9% | $13,984-98.5% | $5,306-96.1% |