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 | $17,349 | $81,248-78.6% | $155,509-88.8% | $80,856-78.5% |
| Participation rate | 28.4% | 66.2%-37.9pp | 78.2%-49.8pp | 67.6%-39.3pp |
| Annual return | 13.23% | 33.31%-20.1pp | 64.67%-51.4pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $495 | $3,452-85.7% | $5,626-91.2% | $4,296-88.5% |
| Admin fee / account holder | $175 | $7,997-97.8% | $15,912-98.9% | $6,918-97.5% |