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 | $14,416 | $49,227-70.7% | $70,449-79.5% | $79,858-81.9% |
| Participation rate | 20.0% | 69.2%-49.2pp | 75.1%-55.1pp | 69.6%-49.6pp |
| Annual return | 16.75% | 30.06%-13.3pp | 109.03%-92.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $545 | $2,768-80.3% | $3,709-85.3% | $3,740-85.4% |
| Admin fee / account holder | $24 | $2,878-99.2% | $3,845-99.4% | $5,306-99.5% |