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 | $18,240 | $52,681-65.4% | $75,781-75.9% | $59,632-69.4% |
| Participation rate | 12.5% | 67.2%-54.7pp | 75.8%-63.3pp | 68.7%-56.2pp |
| Annual return | 0.21% | 2.95%-2.7pp | 9.68%-9.5pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $138 | $2,193-93.7% | $3,323-95.8% | $2,203-93.7% |
| Participant deferral / active EE | $172 | $2,591-93.4% | $3,651-95.3% | $3,192-94.6% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,299-100.0% | $4,297-100.0% |