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 | $31,802 | $98,750-67.8% | $149,696-78.8% | $79,858-60.2% |
| Participation rate | 26.4% | 75.8%-49.4pp | 82.5%-56.1pp | 69.6%-43.2pp |
| Annual return | 34.77% | 27.43%+7.3pp | 276.60%-241.8pp | 31.71%+3.1pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,232 | $5,680-78.3% | $6,842-82.0% | $3,740-67.1% |
| Admin fee / account holder | $154 | $6,053-97.5% | $9,309-98.3% | $5,306-97.1% |