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 | $24,865 | $99,652-75.0% | $78,778-68.4% | $147,584-83.2% |
| Participation rate | 42.9% | 76.2%-33.4pp | 69.2%-26.3pp | 82.8%-40.0pp |
| Annual return | 10.81% | 47.28%-36.5pp | 35.62%-24.8pp | 578.55%-567.7pp |
| Employer contribution / active EE | $93 | $2,796-96.7% | $1,986-95.3% | $4,876-98.1% |
| Participant deferral / active EE | $93 | $3,664-97.5% | $2,958-96.9% | $5,439-98.3% |
| Admin fee / account holder | $18 | $7,155-99.8% | $5,134-99.7% | $10,885-99.8% |