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 | $23,297 | $65,365-64.4% | $92,893-74.9% | $72,985-68.1% |
| Participation rate | 33.3% | 68.3%-35.0pp | 76.0%-42.7pp | 69.5%-36.2pp |
| Annual return | 20.00% | 42.10%-22.1pp | 109.41%-89.4pp | 81.00%-61.0pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,276 | $3,128-59.2% | $4,236-69.9% | $3,607-64.6% |
| Admin fee / account holder | $244 | $4,251-94.3% | $5,794-95.8% | $5,124-95.2% |