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 | $39,276 | $60,349-34.9% | $74,183-47.1% | $62,891-37.5% |
| Participation rate | 12.0% | 72.7%-60.7pp | 76.6%-64.6pp | 69.3%-57.3pp |
| Annual return | 5.25% | 21.37%-16.1pp | 17.74%-12.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $240 | $2,856-91.6% | $3,550-93.2% | $3,203-92.5% |
| Admin fee / account holder | -$16 | $4,261-100.4% | $5,586-100.3% | $4,296-100.4% |