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 | $23,057 | $56,897-59.5% | $84,750-72.8% | $62,891-63.3% |
| Participation rate | 45.2% | 68.5%-23.4pp | 76.6%-31.4pp | 69.3%-24.1pp |
| Annual return | 10.33% | 6.30%+4.0pp | 22.78%-12.5pp | 20.14%-9.8pp |
| Employer contribution / active EE | $53 | $2,400-97.8% | $3,574-98.5% | $2,281-97.7% |
| Participant deferral / active EE | $631 | $2,709-76.7% | $3,712-83.0% | $3,203-80.3% |
| Admin fee / account holder | $25 | $3,581-99.3% | $5,332-99.5% | $4,296-99.4% |