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 | $18,763 | $48,076-61.0% | $78,689-76.2% | $62,891-70.2% |
| Participation rate | 17.3% | 65.2%-47.9pp | 73.6%-56.2pp | 69.3%-52.0pp |
| Annual return | 37.33% | 31.35%+6.0pp | 62.18%-24.8pp | 20.14%+17.2pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $618 | $2,588-76.1% | $3,517-82.4% | $3,203-80.7% |
| Admin fee / account holder | $248 | $3,207-92.3% | $4,510-94.5% | $4,296-94.2% |