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 | $10,033 | $102,966-90.3% | $90,281-88.9% | $152,861-93.4% |
| Participation rate | 18.2% | 75.9%-57.7pp | 73.3%-55.1pp | 82.4%-64.3pp |
| Annual return | 15.60% | 95.16%-79.6pp | 78.10%-62.5pp | 345.32%-329.7pp |
| Employer contribution / active EE | $49 | $3,139-98.5% | $2,854-98.3% | $4,762-99.0% |
| Participant deferral / active EE | $194 | $4,281-95.5% | $3,885-95.0% | $5,850-96.7% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |