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 | $20,698 | $63,355-67.3% | $91,989-77.5% | $72,985-71.6% |
| Participation rate | 19.6% | 72.5%-53.0pp | 78.6%-59.1pp | 69.5%-49.9pp |
| Annual return | 20.72% | 35.35%-14.6pp | 69.02%-48.3pp | 81.00%-60.3pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $383 | $4,883-92.2% | $5,923-93.5% | $3,607-89.4% |
| Admin fee / account holder | $110 | $4,668-97.6% | $7,743-98.6% | $5,124-97.9% |