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 | $32,987 | $54,762-39.8% | $90,281-63.5% | $72,985-54.8% |
| Participation rate | 29.4% | 65.1%-35.7pp | 73.3%-43.9pp | 69.5%-40.1pp |
| Annual return | 24.20% | 30.63%-6.4pp | 78.10%-53.9pp | 81.00%-56.8pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $757 | $2,887-73.8% | $3,885-80.5% | $3,607-79.0% |
| Admin fee / account holder | $58 | $3,972-98.5% | $5,351-98.9% | $5,124-98.9% |