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 | $32,650 | $72,404-54.9% | $110,238-70.4% | $64,186-49.1% |
| Participation rate | 8.1% | 73.3%-65.2pp | 79.8%-71.7pp | 69.6%-61.5pp |
| Annual return | 9.10% | -6.29%+15.4pp | 314.74%-305.6pp | 7.63%+1.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $205 | $3,469-94.1% | $4,672-95.6% | $3,470-94.1% |
| Admin fee / account holder | $81 | $5,664-98.6% | $8,547-99.1% | $4,888-98.3% |