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 | $31,436 | $64,324-51.1% | $118,925-73.6% | $79,858-60.6% |
| Participation rate | 25.8% | 64.9%-39.1pp | 75.4%-49.6pp | 69.6%-43.8pp |
| Annual return | 19.25% | 86.45%-67.2pp | 35.88%-16.6pp | 31.71%-12.5pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $74 | $2,824-97.4% | $4,265-98.3% | $3,740-98.0% |
| Admin fee / account holder | $285 | $4,040-92.9% | $6,581-95.7% | $5,306-94.6% |