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 | $25,615 | $56,897-55.0% | $84,750-69.8% | $62,891-59.3% |
| Participation rate | 27.8% | 68.5%-40.7pp | 76.6%-48.7pp | 69.3%-41.5pp |
| Annual return | 8.51% | 6.30%+2.2pp | 22.78%-14.3pp | 20.14%-11.6pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $653 | $2,709-75.9% | $3,712-82.4% | $3,203-79.6% |
| Admin fee / account holder | $282 | $3,581-92.1% | $5,332-94.7% | $4,296-93.4% |