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 | $34,628 | $85,766-59.6% | $136,294-74.6% | $70,131-50.6% |
| Participation rate | 28.1% | 74.2%-46.0pp | 81.9%-53.8pp | 69.5%-41.4pp |
| Annual return | 16.59% | 31.45%-14.9pp | 5155.94%-5139.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,216 | $5,051-75.9% | $6,247-80.5% | $3,332-63.5% |
| Admin fee / account holder | $94 | $5,420-98.3% | $9,243-99.0% | $4,645-98.0% |