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 | $39,332 | $109,881-64.2% | $150,045-73.8% | $84,808-53.6% |
| Participation rate | 64.3% | 76.1%-11.8pp | 82.3%-18.0pp | 68.3%-4.0pp |
| Annual return | 20.27% | 28.25%-8.0pp | 62.55%-42.3pp | 40.90%-20.6pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,195 | $6,636-82.0% | $7,997-85.1% | $4,212-71.6% |
| Admin fee / account holder | $247 | $8,568-97.1% | $13,435-98.2% | $7,344-96.6% |