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 | $36,641 | $54,541-32.8% | $78,778-53.5% | $70,131-47.8% |
| Participation rate | 37.8% | 60.8%-23.0pp | 69.2%-31.4pp | 69.5%-31.8pp |
| Annual return | 16.33% | 21.07%-4.7pp | 35.62%-19.3pp | 73.14%-56.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $832 | $2,210-62.3% | $2,958-71.9% | $3,332-75.0% |
| Admin fee / account holder | $240 | $3,709-93.5% | $5,134-95.3% | $4,645-94.8% |