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 | $29,595 | $59,839-50.5% | $81,983-63.9% | $79,858-62.9% |
| Participation rate | 10.4% | 61.6%-51.2pp | 69.2%-58.8pp | 69.6%-59.2pp |
| Annual return | 17.48% | 17.56%-0.1pp | 41.31%-23.8pp | 31.71%-14.2pp |
| Employer contribution / active EE | $38 | $1,713-97.8% | $2,498-98.5% | $2,471-98.4% |
| Participant deferral / active EE | $64 | $2,695-97.6% | $3,722-98.3% | $3,740-98.3% |
| Admin fee / account holder | $217 | $4,287-94.9% | $5,664-96.2% | $5,306-95.9% |