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 | $45,103 | $61,660-26.9% | $80,019-43.6% | $64,186-29.7% |
| Participation rate | 65.5% | 71.7%-6.2pp | 75.8%-10.4pp | 69.6%-4.1pp |
| Annual return | 7.00% | -0.33%+7.3pp | 11.22%-4.2pp | 7.63%-0.6pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,033 | $2,968-65.2% | $3,686-72.0% | $3,470-70.2% |
| Admin fee / account holder | $254 | $5,417-95.3% | $6,521-96.1% | $4,888-94.8% |