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 | $19,349 | $91,037-78.7% | $71,671-73.0% | $147,584-86.9% |
| Participation rate | 41.7% | 76.1%-34.5pp | 68.7%-27.1pp | 82.8%-41.2pp |
| Annual return | 26.57% | 20.48%+6.1pp | 20.65%+5.9pp | 578.55%-552.0pp |
| Employer contribution / active EE | $239 | $3,327-92.8% | $2,460-90.3% | $4,876-95.1% |
| Participant deferral / active EE | $642 | $4,498-85.7% | $3,438-81.3% | $5,439-88.2% |
| Admin fee / account holder | $240 | $8,613-97.2% | $5,558-95.7% | $10,885-97.8% |