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 | $48,639 | $65,041-25.2% | $90,951-46.5% | $79,858-39.1% |
| Participation rate | 42.9% | 61.6%-18.7pp | 69.0%-26.2pp | 69.6%-26.8pp |
| Annual return | 11.73% | 30.45%-18.7pp | 134.60%-122.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $28 | $1,247-97.7% | $2,122-98.7% | $2,471-98.9% |
| Participant deferral / active EE | $817 | $2,512-67.5% | $3,373-75.8% | $3,740-78.1% |
| Admin fee / account holder | $199 | $4,536-95.6% | $5,959-96.7% | $5,306-96.2% |