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 | $11,510 | $43,327-73.4% | $59,878-80.8% | $64,186-82.1% |
| Participation rate | 42.6% | 69.2%-26.5pp | 74.7%-32.1pp | 69.6%-26.9pp |
| Annual return | 21.58% | -1.55%+23.1pp | 3.46%+18.1pp | 7.63%+13.9pp |
| Employer contribution / active EE | $322 | $2,028-84.1% | $2,722-88.2% | $2,381-86.5% |
| Participant deferral / active EE | $705 | $2,546-72.3% | $3,402-79.3% | $3,470-79.7% |
| Admin fee / account holder | $24 | $3,005-99.2% | $3,590-99.3% | $4,888-99.5% |