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 | $17,196 | $49,227-65.1% | $70,449-75.6% | $79,858-78.5% |
| Participation rate | 7.1% | 69.2%-62.0pp | 75.1%-67.9pp | 69.6%-62.5pp |
| Annual return | 11.50% | 30.06%-18.6pp | 109.03%-97.5pp | 31.71%-20.2pp |
| Employer contribution / active EE | $55 | $2,099-97.4% | $2,737-98.0% | $2,471-97.8% |
| Participant deferral / active EE | $148 | $2,768-94.6% | $3,709-96.0% | $3,740-96.0% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |