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 | $23,833 | $103,376-76.9% | $87,100-72.6% | $152,861-84.4% |
| Participation rate | 22.7% | 79.3%-56.6pp | 76.9%-54.1pp | 82.4%-59.7pp |
| Annual return | 24.62% | 28.10%-3.5pp | 28.19%-3.6pp | 345.32%-320.7pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,070 | $4,778-77.6% | $4,049-73.6% | $5,850-81.7% |
| Admin fee / account holder | $219 | $12,205-98.2% | $7,497-97.1% | $11,596-98.1% |