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 | $39,384 | $58,726-32.9% | $92,233-57.3% | $62,292-36.8% |
| Participation rate | 13.3% | 68.3%-55.0pp | 76.5%-63.1pp | 69.5%-56.2pp |
| Annual return | 16.20% | 43.62%-27.4pp | 176.28%-160.1pp | 28.90%-12.7pp |
| Employer contribution / active EE | $365 | $2,392-84.8% | $3,679-90.1% | $2,042-82.1% |
| Participant deferral / active EE | $620 | $2,766-77.6% | $3,897-84.1% | $3,169-80.4% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |