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 | $43,372 | $75,963-42.9% | $97,995-55.7% | $70,131-38.2% |
| Participation rate | 17.3% | 77.0%-59.7pp | 82.4%-65.1pp | 69.5%-52.3pp |
| Annual return | 20.12% | 19.26%+0.9pp | 23.94%-3.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $0 | $3,278-100.0% | $4,158-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $934 | $4,053-76.9% | $5,097-81.7% | $3,332-72.0% |
| Admin fee / account holder | $117 | $5,407-97.8% | $5,943-98.0% | $4,645-97.5% |