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 | $51,860 | $78,422-33.9% | $95,952-46.0% | $79,858-35.1% |
| Participation rate | 48.6% | 73.5%-24.9pp | 77.1%-28.5pp | 69.6%-21.1pp |
| Annual return | 14.18% | 19.37%-5.2pp | 91.61%-77.4pp | 31.71%-17.5pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,373 | $3,440-60.1% | $4,167-67.0% | $3,740-63.3% |
| Admin fee / account holder | $293 | $5,622-94.8% | $6,795-95.7% | $5,306-94.5% |