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 | $48,154 | $61,660-21.9% | $80,019-39.8% | $64,186-25.0% |
| Participation rate | 41.2% | 71.7%-30.5pp | 75.8%-34.6pp | 69.6%-28.3pp |
| Annual return | 10.93% | -0.33%+11.3pp | 11.22%-0.3pp | 7.63%+3.3pp |
| Employer contribution / active EE | $367 | $1,810-79.7% | $2,468-85.1% | $2,381-84.6% |
| Participant deferral / active EE | $937 | $2,968-68.4% | $3,686-74.6% | $3,470-73.0% |
| Admin fee / account holder | $274 | $5,417-94.9% | $6,521-95.8% | $4,888-94.4% |