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 | $10,452 | $77,899-86.6% | $149,673-93.0% | $75,163-86.1% |
| Participation rate | 2.8% | 65.6%-62.8pp | 78.8%-75.9pp | 67.2%-64.4pp |
| Annual return | 17.84% | 31.72%-13.9pp | 134.42%-116.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $28 | $3,411-99.2% | $5,680-99.5% | $4,125-99.3% |
| Admin fee / account holder | $251 | $5,956-95.8% | $13,210-98.1% | $5,651-95.6% |