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 | $60,753 | $86,922-30.1% | $102,438-40.7% | $80,874-24.9% |
| Participation rate | 36.7% | 72.4%-35.7pp | 76.5%-39.8pp | 67.6%-31.0pp |
| Annual return | 15.27% | 18.90%-3.6pp | 29.37%-14.1pp | 35.62%-20.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $588 | $4,119-85.7% | $5,054-88.4% | $4,297-86.3% |
| Admin fee / account holder | $224 | $8,050-97.2% | $9,448-97.6% | $6,935-96.8% |