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 | $28,324 | $45,343-37.5% | $150,298-81.2% | $67,986-58.3% |
| Participation rate | 15.7% | 51.9%-36.2pp | 77.8%-62.1pp | 57.2%-41.5pp |
| Annual return | 15.36% | 33.28%-17.9pp | 62.79%-47.4pp | 31.67%-16.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $470 | $2,055-77.1% | $5,453-91.4% | $3,358-86.0% |
| Admin fee / account holder | $131 | $2,250-94.2% | $14,116-99.1% | $3,203-95.9% |