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 | $26,945 | $56,110-52.0% | $94,993-71.6% | $70,131-61.6% |
| Participation rate | 15.4% | 65.0%-49.6pp | 73.9%-58.5pp | 69.5%-54.2pp |
| Annual return | 20.59% | 51.02%-30.4pp | 27.12%-6.5pp | 73.14%-52.5pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $82 | $2,391-96.6% | $3,317-97.5% | $3,332-97.6% |
| Admin fee / account holder | $133 | $3,456-96.2% | $4,960-97.3% | $4,645-97.1% |