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 | $30,709 | $55,453-44.6% | $170,442-82.0% | $62,292-50.7% |
| Participation rate | 26.2% | 66.4%-40.1pp | 83.6%-57.4pp | 69.5%-43.3pp |
| Annual return | 15.17% | 21.38%-6.2pp | 205.93%-190.8pp | 28.90%-13.7pp |
| Employer contribution / active EE | $140 | $2,164-93.5% | $5,433-97.4% | $2,042-93.1% |
| Participant deferral / active EE | $468 | $2,303-79.7% | $4,939-90.5% | $3,169-85.2% |
| Admin fee / account holder | $148 | $455-67.4% | $13,880-98.9% | $479-69.1% |