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 | $32,832 | $64,348-49.0% | $90,160-63.6% | $70,131-53.2% |
| Participation rate | 0.0% | 70.4%-70.4pp | 76.9%-76.9pp | 69.5%-69.5pp |
| Annual return | 14.78% | 28.13%-13.3pp | 34.88%-20.1pp | 73.14%-58.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,591 | $4,389-63.8% | $5,288-69.9% | $3,332-52.3% |
| Admin fee / account holder | $231 | $3,944-94.1% | $5,943-96.1% | $4,645-95.0% |