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 | $28,944 | $76,367-62.1% | $93,606-69.1% | $72,985-60.3% |
| Participation rate | 19.6% | 71.7%-52.2pp | 75.8%-56.3pp | 69.5%-49.9pp |
| Annual return | 17.25% | 25.82%-8.6pp | 32.76%-15.5pp | 81.00%-63.8pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $356 | $3,538-89.9% | $4,069-91.3% | $3,607-90.1% |
| Admin fee / account holder | $201 | $6,838-97.1% | $7,888-97.5% | $5,124-96.1% |