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 | $24,012 | $84,233-71.5% | $170,442-85.9% | $70,131-65.8% |
| Participation rate | 24.5% | 70.8%-46.3pp | 83.6%-59.1pp | 69.5%-45.0pp |
| Annual return | 20.99% | 23.06%-2.1pp | 205.93%-184.9pp | 73.14%-52.1pp |
| Employer contribution / active EE | $34 | $3,387-99.0% | $5,433-99.4% | $2,342-98.5% |
| Participant deferral / active EE | $340 | $3,086-89.0% | $4,939-93.1% | $3,332-89.8% |
| Admin fee / account holder | $3 | $5,698-99.9% | $13,880-100.0% | $4,645-99.9% |