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 | $24,235 | $63,346-61.7% | $92,233-73.7% | $70,131-65.4% |
| Participation rate | 10.2% | 68.7%-58.5pp | 76.5%-66.3pp | 69.5%-59.3pp |
| Annual return | 35.87% | 530.12%-494.2pp | 176.28%-140.4pp | 73.14%-37.3pp |
| Employer contribution / active EE | $247 | $2,471-90.0% | $3,679-93.3% | $2,342-89.5% |
| Participant deferral / active EE | $504 | $2,854-82.3% | $3,897-87.1% | $3,332-84.9% |
| Admin fee / account holder | $193 | $3,840-95.0% | $5,194-96.3% | $4,645-95.8% |