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 | $37,394 | $48,076-22.2% | $78,689-52.5% | $62,891-40.5% |
| Participation rate | 29.7% | 65.2%-35.5pp | 73.6%-43.8pp | 69.3%-39.6pp |
| Annual return | 9.05% | 31.35%-22.3pp | 62.18%-53.1pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,851-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $494 | $2,588-80.9% | $3,517-85.9% | $3,203-84.6% |
| Admin fee / account holder | $3 | $3,207-99.9% | $4,510-99.9% | $4,296-99.9% |