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 | $36,785 | $53,018-30.6% | $70,014-47.5% | $62,891-41.5% |
| Participation rate | 30.3% | 67.2%-36.9pp | 71.8%-41.5pp | 69.3%-39.0pp |
| Annual return | 12.91% | 13.35%-0.4pp | 12.99%-0.1pp | 20.14%-7.2pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $885 | $2,395-63.0% | $2,931-69.8% | $3,203-72.4% |
| Admin fee / account holder | $42 | $3,690-98.9% | $4,380-99.1% | $4,296-99.0% |