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 | $12,905 | $48,795-73.6% | $65,493-80.3% | $84,808-84.8% |
| Participation rate | 26.7% | 67.0%-40.3pp | 73.1%-46.4pp | 68.3%-41.6pp |
| Annual return | 16.71% | 20.20%-3.5pp | 982.45%-965.7pp | 40.90%-24.2pp |
| Employer contribution / active EE | $110 | $1,930-94.3% | $2,574-95.7% | $2,631-95.8% |
| Participant deferral / active EE | $603 | $2,928-79.4% | $3,961-84.8% | $4,212-85.7% |
| Admin fee / account holder | $64 | $3,877-98.4% | $5,028-98.7% | $7,344-99.1% |