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 7-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 | $40,795 | $76,050-46.4% | $96,544-57.7% | $71,457-42.9% |
| Participation rate | 43.9% | 74.4%-30.5pp | 76.0%-32.0pp | 67.9%-24.0pp |
| Annual return | 17.76% | 22.81%-5.1pp | 25.84%-8.1pp | 28.85%-11.1pp |
| Employer contribution / active EE | $447 | $2,244-80.1% | $2,965-84.9% | $2,588-82.7% |
| Participant deferral / active EE | $1,200 | $4,215-71.5% | $4,851-75.3% | $4,289-72.0% |
| Admin fee / account holder | $148 | $2,707-94.5% | $8,252-98.2% | $1,587-90.7% |