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 | $31,003 | $48,076-35.5% | $78,689-60.6% | $62,891-50.7% |
| Participation rate | 29.5% | 65.2%-35.7pp | 73.6%-44.0pp | 69.3%-39.8pp |
| Annual return | 10.60% | 31.35%-20.8pp | 62.18%-51.6pp | 20.14%-9.5pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $117 | $2,588-95.5% | $3,517-96.7% | $3,203-96.3% |
| Admin fee / account holder | $167 | $3,207-94.8% | $4,510-96.3% | $4,296-96.1% |