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 3-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 | $48,835 | $51,045-4.3% | $70,515-30.7% | $71,457-31.7% |
| Participation rate | 16.7% | 59.4%-42.8pp | 68.3%-51.7pp | 67.9%-51.3pp |
| Annual return | 13.86% | 42.63%-28.8pp | 32.77%-18.9pp | 28.85%-15.0pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $608 | $3,026-79.9% | $4,567-86.7% | $4,289-85.8% |
| Admin fee / account holder | $255 | $1,994-87.2% | $6,412-96.0% | $1,587-83.9% |