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 | $34,569 | $72,177-52.1% | $115,037-69.9% | $59,632-42.0% |
| Participation rate | 60.7% | 72.6%-11.8pp | 81.4%-20.7pp | 68.7%-8.0pp |
| Annual return | 2.20% | 12.02%-9.8pp | 26.14%-23.9pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,053 | $4,783-78.0% | $6,026-82.5% | $3,192-67.0% |
| Admin fee / account holder | $21 | $4,927-99.6% | $8,175-99.7% | $4,297-99.5% |