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 | $30,978 | $56,897-45.6% | $84,750-63.4% | $62,891-50.7% |
| Participation rate | 14.3% | 68.5%-54.3pp | 76.6%-62.3pp | 69.3%-55.0pp |
| Annual return | 11.56% | 6.30%+5.3pp | 22.78%-11.2pp | 20.14%-8.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $386 | $2,709-85.8% | $3,712-89.6% | $3,203-88.0% |
| Admin fee / account holder | $55 | $3,581-98.5% | $5,332-99.0% | $4,296-98.7% |