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 | $43,613 | $60,776-28.2% | $85,682-49.1% | $79,386-45.1% |
| Participation rate | 2.7% | 62.1%-59.4pp | 69.9%-67.2pp | 70.7%-68.0pp |
| Annual return | 52.26% | 16.57%+35.7pp | 21.49%+30.8pp | 116.85%-64.6pp |
| Employer contribution / active EE | $58 | $1,663-96.5% | $2,618-97.8% | $2,427-97.6% |
| Participant deferral / active EE | $72 | $2,919-97.5% | $3,923-98.2% | $4,046-98.2% |
| Admin fee / account holder | $10 | $438-97.7% | $6,873-99.9% | $626-98.4% |