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 | $36,591 | $67,606-45.9% | $82,313-55.5% | $70,131-47.8% |
| Participation rate | 31.4% | 72.8%-41.4pp | 76.9%-45.5pp | 69.5%-38.2pp |
| Annual return | 18.18% | 21.57%-3.4pp | 25.88%-7.7pp | 73.14%-55.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $939 | $2,987-68.6% | $3,706-74.7% | $3,332-71.8% |
| Admin fee / account holder | $78 | $4,512-98.3% | $5,608-98.6% | $4,645-98.3% |