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 | $14,653 | $39,122-62.5% | $57,179-74.4% | $62,891-76.7% |
| Participation rate | 37.8% | 70.5%-32.7pp | 75.3%-37.5pp | 69.3%-31.5pp |
| Annual return | 6.52% | 9.23%-2.7pp | 14.59%-8.1pp | 20.14%-13.6pp |
| Employer contribution / active EE | $145 | $1,874-92.2% | $2,682-94.6% | $2,281-93.6% |
| Participant deferral / active EE | $471 | $2,374-80.2% | $3,096-84.8% | $3,203-85.3% |
| Admin fee / account holder | $0 | $2,592-100.0% | $3,139-100.0% | $4,296-100.0% |