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 | $50,459 | $53,127-5.0% | $86,590-41.7% | $70,131-28.1% |
| Participation rate | 13.7% | 65.3%-51.6pp | 73.5%-59.8pp | 69.5%-55.8pp |
| Annual return | 16.13% | 27.66%-11.5pp | 964.84%-948.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $208 | $2,068-89.9% | $2,839-92.7% | $2,342-91.1% |
| Participant deferral / active EE | $575 | $2,696-78.7% | $3,609-84.1% | $3,332-82.7% |
| Admin fee / account holder | $273 | $3,585-92.4% | $4,906-94.4% | $4,645-94.1% |