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 | $35,384 | $101,724-65.2% | $164,813-78.5% | $80,856-56.2% |
| Participation rate | 62.0% | 71.8%-9.8pp | 78.6%-16.6pp | 67.6%-5.6pp |
| Annual return | 11.66% | 16.72%-5.1pp | 69.93%-58.3pp | 35.59%-23.9pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,914 | $4,477-57.2% | $6,031-68.3% | $4,296-55.4% |
| Admin fee / account holder | $86 | $8,227-99.0% | $12,690-99.3% | $6,918-98.8% |