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 | $14,165 | $76,000-81.4% | $154,107-90.8% | $64,186-77.9% |
| Participation rate | 9.3% | 70.4%-61.1pp | 83.0%-73.7pp | 69.6%-60.3pp |
| Annual return | 3.77% | 30.32%-26.6pp | 735.12%-731.4pp | 7.63%-3.9pp |
| Employer contribution / active EE | $153 | $3,351-95.4% | $5,298-97.1% | $2,381-93.6% |
| Participant deferral / active EE | $20 | $3,175-99.4% | $5,081-99.6% | $3,470-99.4% |
| Admin fee / account holder | $198 | $5,596-96.5% | $13,411-98.5% | $4,888-96.0% |