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 | $32,372 | $48,364-33.1% | $71,796-54.9% | $62,891-48.5% |
| Participation rate | 33.9% | 60.6%-26.8pp | 69.1%-35.2pp | 69.3%-35.4pp |
| Annual return | 18.16% | 13.16%+5.0pp | 78.04%-59.9pp | 20.14%-2.0pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $696 | $2,091-66.7% | $2,794-75.1% | $3,203-78.3% |
| Admin fee / account holder | $141 | $3,771-96.3% | $4,815-97.1% | $4,296-96.7% |