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 | $22,157 | $63,346-65.0% | $92,233-76.0% | $70,131-68.4% |
| Participation rate | 16.0% | 68.7%-52.7pp | 76.5%-60.5pp | 69.5%-53.5pp |
| Annual return | 15.40% | 530.12%-514.7pp | 176.28%-160.9pp | 73.14%-57.7pp |
| Employer contribution / active EE | $59 | $2,471-97.6% | $3,679-98.4% | $2,342-97.5% |
| Participant deferral / active EE | $148 | $2,854-94.8% | $3,897-96.2% | $3,332-95.6% |
| Admin fee / account holder | $187 | $3,840-95.1% | $5,194-96.4% | $4,645-96.0% |