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 | $18,234 | $54,762-66.7% | $90,281-79.8% | $72,985-75.0% |
| Participation rate | 18.8% | 65.1%-46.4pp | 73.3%-54.5pp | 69.5%-50.7pp |
| Annual return | 18.46% | 30.63%-12.2pp | 78.10%-59.6pp | 81.00%-62.5pp |
| Employer contribution / active EE | $152 | $2,092-92.7% | $2,854-94.7% | $2,440-93.8% |
| Participant deferral / active EE | $231 | $2,887-92.0% | $3,885-94.1% | $3,607-93.6% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,351-100.0% | $5,124-100.0% |