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 | $26,632 | $46,869-43.2% | $122,332-78.2% | $70,131-62.0% |
| Participation rate | 26.0% | 58.2%-32.2pp | 71.6%-45.6pp | 69.5%-43.5pp |
| Annual return | 17.92% | 24.22%-6.3pp | 30.27%-12.4pp | 73.14%-55.2pp |
| Employer contribution / active EE | $99 | $1,288-92.3% | $4,050-97.6% | $2,342-95.8% |
| Participant deferral / active EE | $492 | $2,166-77.3% | $3,287-85.0% | $3,332-85.2% |
| Admin fee / account holder | $228 | $3,322-93.1% | $5,478-95.8% | $4,645-95.1% |