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 | $25,521 | $99,341-74.3% | $84,750-69.9% | $273,961-90.7% |
| Participation rate | 30.0% | 80.7%-50.7pp | 76.6%-46.6pp | 83.0%-53.0pp |
| Annual return | 5.84% | 22.93%-17.1pp | 22.78%-16.9pp | 41.45%-35.6pp |
| Employer contribution / active EE | $520 | $4,214-87.7% | $3,574-85.4% | $4,869-89.3% |
| Participant deferral / active EE | $661 | $4,269-84.5% | $3,712-82.2% | $5,287-87.5% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |