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 | $16,698 | $84,233-80.2% | $170,442-90.2% | $70,131-76.2% |
| Participation rate | 42.6% | 70.8%-28.3pp | 83.6%-41.0pp | 69.5%-27.0pp |
| Annual return | 25.18% | 23.06%+2.1pp | 205.93%-180.8pp | 73.14%-48.0pp |
| Employer contribution / active EE | $78 | $3,387-97.7% | $5,433-98.6% | $2,342-96.7% |
| Participant deferral / active EE | $253 | $3,086-91.8% | $4,939-94.9% | $3,332-92.4% |
| Admin fee / account holder | $226 | $5,698-96.0% | $13,880-98.4% | $4,645-95.1% |