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 | $24,078 | $46,553-48.3% | $64,056-62.4% | $75,163-68.0% |
| Participation rate | 12.8% | 65.9%-53.1pp | 72.3%-59.5pp | 67.2%-54.4pp |
| Annual return | 17.05% | 26.03%-9.0pp | 33.69%-16.6pp | 160.62%-143.6pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $666 | $2,837-76.5% | $3,880-82.8% | $4,125-83.9% |
| Admin fee / account holder | $123 | $2,952-95.8% | $3,068-96.0% | $5,651-97.8% |