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 | $24,920 | $159,602-84.4% | $150,045-83.4% | $142,382-82.5% |
| Participation rate | 15.0% | 84.0%-69.0pp | 82.3%-67.3pp | 80.1%-65.1pp |
| Annual return | 12.71% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.4pp |
| Employer contribution / active EE | $70 | $4,961-98.6% | $4,693-98.5% | $4,299-98.4% |
| Participant deferral / active EE | $239 | $8,310-97.1% | $7,997-97.0% | $6,507-96.3% |
| Admin fee / account holder | $279 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |