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 | $19,019 | $65,685-71.0% | $57,179-66.7% | $273,961-93.1% |
| Participation rate | 25.0% | 78.3%-53.3pp | 75.3%-50.3pp | 83.0%-58.0pp |
| Annual return | 3.94% | 21.99%-18.0pp | 14.59%-10.6pp | 41.45%-37.5pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $141 | $3,782-96.3% | $3,096-95.4% | $5,287-97.3% |
| Admin fee / account holder | $287 | $4,835-94.1% | $3,139-90.9% | $10,132-97.2% |