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 | $15,826 | $84,233-81.2% | $170,442-90.7% | $70,131-77.4% |
| Participation rate | 46.7% | 70.8%-24.2pp | 83.6%-36.9pp | 69.5%-22.9pp |
| Annual return | 20.22% | 23.06%-2.8pp | 205.93%-185.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $131 | $3,387-96.1% | $5,433-97.6% | $2,342-94.4% |
| Participant deferral / active EE | $789 | $3,086-74.4% | $4,939-84.0% | $3,332-76.3% |
| Admin fee / account holder | $106 | $5,698-98.1% | $13,880-99.2% | $4,645-97.7% |