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 | $19,977 | $99,341-79.9% | $84,750-76.4% | $273,961-92.7% |
| Participation rate | 38.5% | 80.7%-42.2pp | 76.6%-38.1pp | 83.0%-44.6pp |
| Annual return | 3.16% | 22.93%-19.8pp | 22.78%-19.6pp | 41.45%-38.3pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $516 | $4,269-87.9% | $3,712-86.1% | $5,287-90.2% |
| Admin fee / account holder | $210 | $6,644-96.8% | $5,332-96.1% | $10,132-97.9% |