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 | $22,397 | $72,277-69.0% | $101,248-77.9% | $79,858-72.0% |
| Participation rate | 24.4% | 68.5%-44.0pp | 75.8%-51.4pp | 69.6%-45.2pp |
| Annual return | 14.58% | 22.30%-7.7pp | 46.47%-31.9pp | 31.71%-17.1pp |
| Employer contribution / active EE | $62 | $2,692-97.7% | $3,660-98.3% | $2,471-97.5% |
| Participant deferral / active EE | $619 | $3,282-81.1% | $4,370-85.8% | $3,740-83.5% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |