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 | $55,749 | $67,411-17.3% | $91,001-38.7% | $70,131-20.5% |
| Participation rate | 37.5% | 71.4%-33.9pp | 75.6%-38.1pp | 69.5%-32.0pp |
| Annual return | 15.84% | -40.16%+56.0pp | 4.60%+11.2pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,092 | $2,823-61.3% | $3,547-69.2% | $3,332-67.2% |
| Admin fee / account holder | $265 | $4,236-93.7% | $5,417-95.1% | $4,645-94.3% |