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 | $38,594 | $99,079-61.0% | $77,999-50.5% | $273,961-85.9% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.5%-18.4pp | 83.0%-25.9pp |
| Annual return | 9.29% | 217.93%-208.6pp | 425.96%-416.7pp | 41.45%-32.2pp |
| Employer contribution / active EE | $128 | $3,308-96.1% | $2,470-94.8% | $4,869-97.4% |
| Participant deferral / active EE | $268 | $4,306-93.8% | $3,497-92.3% | $5,287-94.9% |
| Admin fee / account holder | $15 | $8,954-99.8% | $5,480-99.7% | $10,132-99.9% |