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 | $36,433 | $64,909-43.9% | $82,313-55.7% | $62,292-41.5% |
| Participation rate | 13.6% | 74.9%-61.3pp | 76.9%-63.3pp | 69.5%-55.9pp |
| Annual return | 13.62% | 21.18%-7.6pp | 25.88%-12.3pp | 28.90%-15.3pp |
| Employer contribution / active EE | $83 | $1,676-95.1% | $2,428-96.6% | $2,042-95.9% |
| Participant deferral / active EE | $118 | $3,103-96.2% | $3,706-96.8% | $3,169-96.3% |
| Admin fee / account holder | $262 | $440-40.4% | $5,608-95.3% | $479-45.3% |