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 | $18,656 | $96,557-80.7% | $80,975-77.0% | $273,961-93.2% |
| Participation rate | 15.8% | 79.1%-63.3pp | 75.8%-60.0pp | 83.0%-67.2pp |
| Annual return | 10.46% | 15.14%-4.7pp | 17.10%-6.6pp | 41.45%-31.0pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $219 | $6,598-96.7% | $5,696-96.2% | $5,287-95.9% |
| Admin fee / account holder | $29 | $7,492-99.6% | $5,516-99.5% | $10,132-99.7% |