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 | $27,688 | $71,050-61.0% | $93,606-70.4% | $80,856-65.8% |
| Participation rate | 13.7% | 60.4%-46.7pp | 68.7%-55.0pp | 67.6%-54.0pp |
| Annual return | 14.65% | 11.26%+3.4pp | 133.20%-118.5pp | 35.59%-20.9pp |
| Employer contribution / active EE | $223 | $1,564-85.7% | $2,420-90.8% | $2,755-91.9% |
| Participant deferral / active EE | $318 | $4,034-92.1% | $4,411-92.8% | $4,296-92.6% |
| Admin fee / account holder | $256 | $6,945-96.3% | $8,285-96.9% | $6,918-96.3% |