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 | $32,860 | $50,972-35.5% | $88,538-62.9% | $72,985-55.0% |
| Participation rate | 16.7% | 63.4%-46.7pp | 68.7%-52.1pp | 69.5%-52.8pp |
| Annual return | 22.10% | 29.62%-7.5pp | 43.64%-21.5pp | 81.00%-58.9pp |
| Employer contribution / active EE | $0 | $1,475-100.0% | $2,098-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $238 | $2,230-89.3% | $2,914-91.8% | $3,607-93.4% |
| Admin fee / account holder | $300 | $3,230-90.7% | $4,310-93.0% | $5,124-94.1% |