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 | $15,325 | $85,202-82.0% | $172,739-91.1% | $72,985-79.0% |
| Participation rate | 4.7% | 70.1%-65.4pp | 82.6%-78.0pp | 69.5%-64.8pp |
| Annual return | 18.07% | 27.32%-9.3pp | 802.84%-784.8pp | 81.00%-62.9pp |
| Employer contribution / active EE | $31 | $3,324-99.1% | $5,143-99.4% | $2,440-98.7% |
| Participant deferral / active EE | $152 | $3,260-95.3% | $5,198-97.1% | $3,607-95.8% |
| Admin fee / account holder | $104 | $5,884-98.2% | $13,954-99.3% | $5,124-98.0% |