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 | $39,058 | $62,586-37.6% | $76,768-49.1% | $64,186-39.1% |
| Participation rate | 23.1% | 72.8%-49.7pp | 77.0%-53.9pp | 69.6%-46.5pp |
| Annual return | 10.65% | -1.95%+12.6pp | 2.43%+8.2pp | 7.63%+3.0pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $593 | $3,145-81.2% | $3,852-84.6% | $3,470-82.9% |
| Admin fee / account holder | $283 | $4,667-93.9% | $6,675-95.8% | $4,888-94.2% |