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 | $27,650 | $77,314-64.2% | $177,989-84.5% | $80,856-65.8% |
| Participation rate | 24.1% | 65.7%-41.6pp | 77.1%-52.9pp | 67.6%-43.5pp |
| Annual return | 14.39% | 18.09%-3.7pp | 294.48%-280.1pp | 35.59%-21.2pp |
| Employer contribution / active EE | $95 | $2,292-95.8% | $3,949-97.6% | $2,755-96.5% |
| Participant deferral / active EE | $969 | $4,411-78.0% | $6,276-84.6% | $4,296-77.4% |
| Admin fee / account holder | $113 | $7,191-98.4% | $10,363-98.9% | $6,918-98.4% |