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 | $28,469 | $73,981-61.5% | $105,722-73.1% | $62,891-54.7% |
| Participation rate | 7.4% | 71.7%-64.3pp | 78.9%-71.5pp | 69.3%-61.9pp |
| Annual return | 9.04% | 17.60%-8.6pp | 12.25%-3.2pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $727 | $4,038-82.0% | $5,326-86.4% | $3,203-77.3% |
| Admin fee / account holder | $78 | $5,976-98.7% | $8,308-99.1% | $4,296-98.2% |