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 | $19,255 | $73,787-73.9% | $98,716-80.5% | $82,448-76.6% |
| Participation rate | 5.1% | 61.4%-56.3pp | 69.3%-64.2pp | 68.1%-62.9pp |
| Annual return | 17.55% | 18.57%-1.0pp | 31.81%-14.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $317 | $3,081-89.7% | $4,048-92.2% | $4,139-92.3% |
| Admin fee / account holder | $47 | $6,500-99.3% | $8,703-99.5% | $7,234-99.4% |