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 8-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 | $46,112 | $76,552-39.8% | $123,892-62.8% | $62,891-26.7% |
| Participation rate | 42.9% | 73.0%-30.1pp | 81.4%-38.6pp | 69.3%-26.4pp |
| Annual return | 6.88% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $322 | $2,883-88.8% | $4,617-93.0% | $2,281-85.9% |
| Participant deferral / active EE | $2,035 | $4,840-57.9% | $5,984-66.0% | $3,203-36.5% |
| Admin fee / account holder | $288 | $4,826-94.0% | $8,357-96.6% | $4,296-93.3% |