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 | $24,621 | $77,899-68.4% | $149,673-83.6% | $75,163-67.2% |
| Participation rate | 11.5% | 65.6%-54.1pp | 78.8%-67.3pp | 67.2%-55.7pp |
| Annual return | 16.38% | 31.72%-15.3pp | 134.42%-118.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $104 | $3,137-96.7% | $4,818-97.8% | $2,670-96.1% |
| Participant deferral / active EE | $274 | $3,411-92.0% | $5,680-95.2% | $4,125-93.4% |
| Admin fee / account holder | $4 | $5,956-99.9% | $13,210-100.0% | $5,651-99.9% |