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 | $15,124 | $91,190-83.4% | $178,490-91.5% | $79,858-81.1% |
| Participation rate | 7.5% | 69.2%-61.7pp | 81.9%-74.4pp | 69.6%-62.1pp |
| Annual return | 13.78% | 24.19%-10.4pp | 151.07%-137.3pp | 31.71%-17.9pp |
| Employer contribution / active EE | $49 | $3,256-98.5% | $5,011-99.0% | $2,471-98.0% |
| Participant deferral / active EE | $98 | $3,236-97.0% | $5,202-98.1% | $3,740-97.4% |
| Admin fee / account holder | $125 | $6,751-98.2% | $13,984-99.1% | $5,306-97.7% |