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 | $53,939 | $64,324-16.1% | $118,925-54.6% | $79,858-32.5% |
| Participation rate | 24.1% | 64.9%-40.7pp | 75.4%-51.2pp | 69.6%-45.5pp |
| Annual return | 18.94% | 86.45%-67.5pp | 35.88%-16.9pp | 31.71%-12.8pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $762 | $2,824-73.0% | $4,265-82.1% | $3,740-79.6% |
| Admin fee / account holder | $73 | $4,040-98.2% | $6,581-98.9% | $5,306-98.6% |