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 | $32,249 | $93,571-65.5% | $135,903-76.3% | $75,163-57.1% |
| Participation rate | 4.3% | 75.2%-70.8pp | 81.9%-77.6pp | 67.2%-62.8pp |
| Annual return | 28.27% | 30.90%-2.6pp | 68.23%-40.0pp | 160.62%-132.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $469 | $6,404-92.7% | $7,758-94.0% | $4,125-88.6% |
| Admin fee / account holder | $63 | $6,975-99.1% | $10,762-99.4% | $5,651-98.9% |