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 | $12,707 | $111,535-88.6% | $105,223-87.9% | $137,256-90.7% |
| Participation rate | 57.1% | 78.1%-20.9pp | 75.0%-17.9pp | 80.0%-22.8pp |
| Annual return | 147.96% | 237.85%-89.9pp | 180.65%-32.7pp | 220.34%-72.4pp |
| Employer contribution / active EE | $150 | $3,939-96.2% | $3,689-95.9% | $4,156-96.4% |
| Participant deferral / active EE | $334 | $5,500-93.9% | $5,072-93.4% | $6,407-94.8% |
| Admin fee / account holder | $250 | $9,721-97.4% | $8,859-97.2% | $12,270-98.0% |