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 | $29,677 | $46,869-36.7% | $122,332-75.7% | $70,131-57.7% |
| Participation rate | 5.9% | 58.2%-52.3pp | 71.6%-65.8pp | 69.5%-63.7pp |
| Annual return | 16.77% | 24.22%-7.4pp | 30.27%-13.5pp | 73.14%-56.4pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $263 | $2,166-87.9% | $3,287-92.0% | $3,332-92.1% |
| Admin fee / account holder | $300 | $3,322-91.0% | $5,478-94.5% | $4,645-93.5% |