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 | $15,752 | $54,762-71.2% | $90,281-82.6% | $72,985-78.4% |
| Participation rate | 2.9% | 65.1%-62.2pp | 73.3%-70.4pp | 69.5%-66.6pp |
| Annual return | 23.45% | 30.63%-7.2pp | 78.10%-54.7pp | 81.00%-57.6pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $54 | $2,887-98.1% | $3,885-98.6% | $3,607-98.5% |
| Admin fee / account holder | $191 | $3,972-95.2% | $5,351-96.4% | $5,124-96.3% |