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 | $25,286 | $63,346-60.1% | $92,233-72.6% | $70,131-63.9% |
| Participation rate | 44.4% | 68.7%-24.2pp | 76.5%-32.0pp | 69.5%-25.1pp |
| Annual return | 14.20% | 530.12%-515.9pp | 176.28%-162.1pp | 73.14%-58.9pp |
| Employer contribution / active EE | $30 | $2,471-98.8% | $3,679-99.2% | $2,342-98.7% |
| Participant deferral / active EE | $338 | $2,854-88.2% | $3,897-91.3% | $3,332-89.9% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |