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 | $15,520 | $76,407-79.7% | $150,298-89.7% | $82,448-81.2% |
| Participation rate | 14.3% | 66.4%-52.1pp | 77.8%-63.5pp | 68.1%-53.8pp |
| Annual return | 17.66% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $397 | $3,214-87.7% | $5,453-92.7% | $4,139-90.4% |
| Admin fee / account holder | $22 | $6,352-99.7% | $14,116-99.8% | $7,234-99.7% |