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 | $19,160 | $56,897-66.3% | $84,750-77.4% | $62,891-69.5% |
| Participation rate | 25.8% | 68.5%-42.7pp | 76.6%-50.8pp | 69.3%-43.5pp |
| Annual return | 7.23% | 6.30%+0.9pp | 22.78%-15.5pp | 20.14%-12.9pp |
| Employer contribution / active EE | $270 | $2,400-88.7% | $3,574-92.4% | $2,281-88.1% |
| Participant deferral / active EE | $480 | $2,709-82.3% | $3,712-87.1% | $3,203-85.0% |
| Admin fee / account holder | $11 | $3,581-99.7% | $5,332-99.8% | $4,296-99.7% |