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 | $21,228 | $91,190-76.7% | $178,490-88.1% | $79,858-73.4% |
| Participation rate | 15.6% | 69.2%-53.6pp | 81.9%-66.3pp | 69.6%-54.0pp |
| Annual return | 10.37% | 24.19%-13.8pp | 151.07%-140.7pp | 31.71%-21.3pp |
| Employer contribution / active EE | $210 | $3,256-93.5% | $5,011-95.8% | $2,471-91.5% |
| Participant deferral / active EE | $210 | $3,236-93.5% | $5,202-96.0% | $3,740-94.4% |
| Admin fee / account holder | $226 | $6,751-96.6% | $13,984-98.4% | $5,306-95.7% |