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 | $35,702 | $109,881-67.5% | $150,045-76.2% | $84,808-57.9% |
| Participation rate | 51.3% | 76.1%-24.8pp | 82.3%-31.0pp | 68.3%-17.0pp |
| Annual return | 16.47% | 28.25%-11.8pp | 62.55%-46.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $436 | $3,561-87.8% | $4,693-90.7% | $2,631-83.4% |
| Participant deferral / active EE | $2,214 | $6,636-66.6% | $7,997-72.3% | $4,212-47.4% |
| Admin fee / account holder | $268 | $8,568-96.9% | $13,435-98.0% | $7,344-96.4% |