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 | $34,641 | $64,348-46.2% | $90,160-61.6% | $70,131-50.6% |
| Participation rate | 44.8% | 70.4%-25.6pp | 76.9%-32.0pp | 69.5%-24.7pp |
| Annual return | 16.04% | 28.13%-12.1pp | 34.88%-18.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,314 | $4,389-70.1% | $5,288-75.1% | $3,332-60.6% |
| Admin fee / account holder | $194 | $3,944-95.1% | $5,943-96.7% | $4,645-95.8% |