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 | $19,307 | $51,175-62.3% | $70,515-72.6% | $75,163-74.3% |
| Participation rate | 25.0% | 60.9%-35.9pp | 68.3%-43.3pp | 67.2%-42.2pp |
| Annual return | 17.08% | 30.02%-12.9pp | 32.77%-15.7pp | 160.62%-143.5pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $2,973-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $868 | $2,849-69.5% | $4,567-81.0% | $4,125-78.9% |
| Admin fee / account holder | $195 | $4,091-95.2% | $6,412-97.0% | $5,651-96.6% |