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 | $37,140 | $57,016-34.9% | $84,966-56.3% | $80,856-54.1% |
| Participation rate | 28.1% | 56.3%-28.2pp | 67.5%-39.4pp | 67.6%-39.5pp |
| Annual return | 20.62% | 21.66%-1.0pp | 66.38%-45.8pp | 35.59%-15.0pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $2,727-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $259 | $3,110-91.7% | $4,519-94.3% | $4,296-94.0% |
| Admin fee / account holder | $230 | $4,980-95.4% | $6,149-96.3% | $6,918-96.7% |