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 | $17,830 | $48,076-62.9% | $78,689-77.3% | $62,891-71.7% |
| Participation rate | 31.0% | 65.2%-34.2pp | 73.6%-42.5pp | 69.3%-38.3pp |
| Annual return | 8.27% | 31.35%-23.1pp | 62.18%-53.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $137 | $2,015-93.2% | $2,851-95.2% | $2,281-94.0% |
| Participant deferral / active EE | $677 | $2,588-73.8% | $3,517-80.7% | $3,203-78.9% |
| Admin fee / account holder | $22 | $3,207-99.3% | $4,510-99.5% | $4,296-99.5% |