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 | $44,625 | $95,453-53.2% | $112,040-60.2% | $82,448-45.9% |
| Participation rate | 48.0% | 72.8%-24.8pp | 76.5%-28.5pp | 68.1%-20.1pp |
| Annual return | 13.94% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,590 | $4,224-62.4% | $5,098-68.8% | $4,139-61.6% |
| Admin fee / account holder | $278 | $9,013-96.9% | $12,098-97.7% | $7,234-96.2% |