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 | $15,170 | $39,122-61.2% | $57,179-73.5% | $62,891-75.9% |
| Participation rate | 5.4% | 70.5%-65.1pp | 75.3%-70.0pp | 69.3%-63.9pp |
| Annual return | 9.26% | 9.23%0pp | 14.59%-5.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $95 | $1,874-94.9% | $2,682-96.5% | $2,281-95.8% |
| Participant deferral / active EE | $128 | $2,374-94.6% | $3,096-95.9% | $3,203-96.0% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |