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 | $57,032 | $72,012-20.8% | $185,823-69.3% | $79,858-28.6% |
| Participation rate | 16.0% | 65.8%-49.8pp | 78.0%-62.0pp | 69.6%-53.6pp |
| Annual return | 14.17% | 23.12%-9.0pp | 35.95%-21.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $493 | $3,779-87.0% | $5,632-91.2% | $3,740-86.8% |
| Admin fee / account holder | $236 | $4,513-94.8% | $9,500-97.5% | $5,306-95.6% |