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 | $26,342 | $81,460-67.7% | $103,333-74.5% | $80,856-67.4% |
| Participation rate | 24.0% | 66.8%-42.8pp | 74.5%-50.5pp | 67.6%-43.6pp |
| Annual return | 14.41% | 25.55%-11.1pp | 24.88%-10.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $102 | $3,105-96.7% | $3,868-97.4% | $2,755-96.3% |
| Participant deferral / active EE | $562 | $3,869-85.5% | $5,057-88.9% | $4,296-86.9% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |