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 7-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 | $37,332 | $95,453-60.9% | $112,040-66.7% | $82,448-54.7% |
| Participation rate | 34.6% | 72.8%-38.1pp | 76.5%-41.9pp | 68.1%-33.5pp |
| Annual return | 19.32% | 23.92%-4.6pp | 24.52%-5.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,606 | $4,224-62.0% | $5,098-68.5% | $4,139-61.2% |
| Admin fee / account holder | $212 | $9,013-97.7% | $12,098-98.3% | $7,234-97.1% |