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 | $38,004 | $105,630-64.0% | $87,507-56.6% | $273,961-86.1% |
| Participation rate | 37.5% | 78.2%-40.7pp | 73.8%-36.3pp | 83.0%-45.5pp |
| Annual return | 5.13% | 12.25%-7.1pp | 12.21%-7.1pp | 41.45%-36.3pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $188 | $3,601-94.8% | $3,149-94.0% | $5,287-96.5% |
| Admin fee / account holder | $17 | $4,781-99.6% | $4,221-99.6% | $10,132-99.8% |