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 | $9,010 | $53,516-83.2% | $126,539-92.9% | $84,808-89.4% |
| Participation rate | 26.0% | 58.2%-32.2pp | 69.8%-43.8pp | 68.3%-42.3pp |
| Annual return | 20.69% | 58.34%-37.6pp | 425.95%-405.3pp | 40.90%-20.2pp |
| Employer contribution / active EE | $225 | $1,535-85.3% | $3,674-93.9% | $2,631-91.5% |
| Participant deferral / active EE | $633 | $2,671-76.3% | $4,083-84.5% | $4,212-85.0% |
| Admin fee / account holder | $281 | $4,497-93.8% | $6,065-95.4% | $7,344-96.2% |