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 | $16,669 | $57,065-70.8% | $75,670-78.0% | $70,131-76.2% |
| Participation rate | 28.6% | 68.1%-39.5pp | 72.3%-43.8pp | 69.5%-41.0pp |
| Annual return | 15.81% | 23.57%-7.8pp | 27.34%-11.5pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $832 | $2,580-67.7% | $3,142-73.5% | $3,332-75.0% |
| Admin fee / account holder | $157 | $3,825-95.9% | $5,800-97.3% | $4,645-96.6% |