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 | $18,841 | $45,035-58.2% | $62,995-70.1% | $70,131-73.1% |
| Participation rate | 21.7% | 69.5%-47.9pp | 74.8%-53.1pp | 69.5%-47.9pp |
| Annual return | 11.34% | 18.76%-7.4pp | 87.57%-76.2pp | 73.14%-61.8pp |
| Employer contribution / active EE | $101 | $2,051-95.1% | $2,759-96.4% | $2,342-95.7% |
| Participant deferral / active EE | $698 | $2,465-71.7% | $3,329-79.0% | $3,332-79.1% |
| Admin fee / account holder | $169 | $2,834-94.0% | $3,600-95.3% | $4,645-96.4% |