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 | $29,956 | $76,407-60.8% | $150,298-80.1% | $82,448-63.7% |
| Participation rate | 11.0% | 66.4%-55.4pp | 77.8%-66.8pp | 68.1%-57.1pp |
| Annual return | 13.51% | 39.99%-26.5pp | 62.79%-49.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $195 | $2,614-92.5% | $4,154-95.3% | $2,551-92.3% |
| Participant deferral / active EE | $614 | $3,214-80.9% | $5,453-88.7% | $4,139-85.2% |
| Admin fee / account holder | $24 | $6,352-99.6% | $14,116-99.8% | $7,234-99.7% |