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 | $14,828 | $47,848-69.0% | $81,478-81.8% | $70,131-78.9% |
| Participation rate | 6.6% | 58.3%-51.7pp | 68.0%-61.4pp | 69.5%-63.0pp |
| Annual return | 35.92% | 27.25%+8.7pp | 38.78%-2.9pp | 73.14%-37.2pp |
| Employer contribution / active EE | $190 | $1,527-87.6% | $2,568-92.6% | $2,342-91.9% |
| Participant deferral / active EE | $481 | $2,453-80.4% | $3,537-86.4% | $3,332-85.6% |
| Admin fee / account holder | $0 | $3,145-100.0% | $4,561-100.0% | $4,645-100.0% |