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 | $60,279 | $76,367-21.1% | $93,606-35.6% | $72,985-17.4% |
| Participation rate | 25.0% | 71.7%-46.7pp | 75.8%-50.8pp | 69.5%-44.5pp |
| Annual return | 19.46% | 25.82%-6.4pp | 32.76%-13.3pp | 81.00%-61.5pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,168 | $3,538-67.0% | $4,069-71.3% | $3,607-67.6% |
| Admin fee / account holder | $249 | $6,838-96.4% | $7,888-96.8% | $5,124-95.1% |