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 | $13,687 | $77,634-82.4% | $156,549-91.3% | $62,891-78.2% |
| Participation rate | 36.0% | 71.2%-35.2pp | 84.0%-48.0pp | 69.3%-33.3pp |
| Annual return | 6.53% | 50.32%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $299 | $3,444-91.3% | $5,501-94.6% | $2,281-86.9% |
| Participant deferral / active EE | $396 | $3,045-87.0% | $4,871-91.9% | $3,203-87.6% |
| Admin fee / account holder | $19 | $5,561-99.7% | $13,027-99.9% | $4,296-99.6% |