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 | $56,175 | $75,963-26.1% | $97,995-42.7% | $70,131-19.9% |
| Participation rate | 15.4% | 77.0%-61.6pp | 82.4%-67.0pp | 69.5%-54.2pp |
| Annual return | 0.00% | 19.26%-19.3pp | 23.94%-23.9pp | 73.14%-73.1pp |
| Employer contribution / active EE | $117 | $3,278-96.4% | $4,158-97.2% | $2,342-95.0% |
| Participant deferral / active EE | $978 | $4,053-75.9% | $5,097-80.8% | $3,332-70.6% |
| Admin fee / account holder | $125 | $5,407-97.7% | $5,943-97.9% | $4,645-97.3% |