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 | $23,064 | $76,552-69.9% | $123,892-81.4% | $62,891-63.3% |
| Participation rate | 20.0% | 73.0%-53.0pp | 81.4%-61.4pp | 69.3%-49.3pp |
| Annual return | 7.70% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $0 | $2,883-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,161 | $4,840-76.0% | $5,984-80.6% | $3,203-63.8% |
| Admin fee / account holder | $202 | $4,826-95.8% | $8,357-97.6% | $4,296-95.3% |