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 | $18,371 | $60,892-69.8% | $82,389-77.7% | $84,808-78.3% |
| Participation rate | 23.6% | 63.3%-39.7pp | 69.5%-45.9pp | 68.3%-44.7pp |
| Annual return | 15.37% | 37.29%-21.9pp | 28.67%-13.3pp | 40.90%-25.5pp |
| Employer contribution / active EE | $0 | $1,779-100.0% | $2,517-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $377 | $3,179-88.1% | $4,155-90.9% | $4,212-91.0% |
| Admin fee / account holder | $201 | $5,467-96.3% | $7,231-97.2% | $7,344-97.3% |