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 | $14,545 | $47,848-69.6% | $81,478-82.1% | $70,131-79.3% |
| Participation rate | 12.9% | 58.3%-45.4pp | 68.0%-55.1pp | 69.5%-56.6pp |
| Annual return | 18.00% | 27.25%-9.2pp | 38.78%-20.8pp | 73.14%-55.1pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $524 | $2,453-78.6% | $3,537-85.2% | $3,332-84.3% |
| Admin fee / account holder | $84 | $3,145-97.3% | $4,561-98.2% | $4,645-98.2% |