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 | $94,862 | $110,257-14.0% | $96,544-1.7% | $139,434-32.0% |
| Participation rate | 39.1% | 78.1%-39.0pp | 76.0%-36.8pp | 80.3%-41.2pp |
| Annual return | 13.41% | 26.32%-12.9pp | 25.84%-12.4pp | 372.94%-359.5pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,583 | $5,548-71.5% | $4,851-67.4% | $6,710-76.4% |
| Admin fee / account holder | $52 | $11,591-99.6% | $8,252-99.4% | $11,403-99.5% |