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 | $27,717 | $80,968-65.8% | $96,544-71.3% | $75,163-63.1% |
| Participation rate | 46.7% | 71.8%-25.1pp | 76.0%-29.3pp | 67.2%-20.5pp |
| Annual return | 18.34% | 27.06%-8.7pp | 25.84%-7.5pp | 160.62%-142.3pp |
| Employer contribution / active EE | $368 | $2,282-83.9% | $2,965-87.6% | $2,670-86.2% |
| Participant deferral / active EE | $1,585 | $3,928-59.7% | $4,851-67.3% | $4,125-61.6% |
| Admin fee / account holder | $0 | $6,724-100.0% | $8,252-100.0% | $5,651-100.0% |