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 | $15,793 | $84,233-81.3% | $170,442-90.7% | $70,131-77.5% |
| Participation rate | 16.9% | 70.8%-53.9pp | 83.6%-66.7pp | 69.5%-52.7pp |
| Annual return | 19.92% | 23.06%-3.1pp | 205.93%-186.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $163 | $3,387-95.2% | $5,433-97.0% | $2,342-93.0% |
| Participant deferral / active EE | $360 | $3,086-88.3% | $4,939-92.7% | $3,332-89.2% |
| Admin fee / account holder | $181 | $5,698-96.8% | $13,880-98.7% | $4,645-96.1% |