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 | $37,954 | $60,349-37.1% | $74,183-48.8% | $62,891-39.7% |
| Participation rate | 25.0% | 72.7%-47.7pp | 76.6%-51.6pp | 69.3%-44.3pp |
| Annual return | 7.37% | 21.37%-14.0pp | 17.74%-10.4pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $475 | $2,856-83.4% | $3,550-86.6% | $3,203-85.2% |
| Admin fee / account holder | $52 | $4,261-98.8% | $5,586-99.1% | $4,296-98.8% |