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 | $34,109 | $72,492-52.9% | $87,100-60.8% | $72,985-53.3% |
| Participation rate | 38.8% | 72.8%-34.0pp | 76.9%-38.1pp | 69.5%-30.7pp |
| Annual return | 17.19% | 24.46%-7.3pp | 28.19%-11.0pp | 81.00%-63.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $952 | $3,270-70.9% | $4,049-76.5% | $3,607-73.6% |
| Admin fee / account holder | $203 | $5,055-96.0% | $7,497-97.3% | $5,124-96.0% |