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 | $17,858 | $53,822-66.8% | $75,696-76.4% | $85,850-79.2% |
| Participation rate | 33.3% | 69.1%-35.7pp | 74.8%-41.5pp | 69.3%-36.0pp |
| Annual return | 22.14% | 24.54%-2.4pp | 104.53%-82.4pp | 318.53%-296.4pp |
| Employer contribution / active EE | $234 | $2,017-88.4% | $2,743-91.5% | $2,565-90.9% |
| Participant deferral / active EE | $260 | $2,895-91.0% | $3,821-93.2% | $3,952-93.4% |
| Admin fee / account holder | $148 | $3,343-95.6% | $3,619-95.9% | $6,260-97.6% |