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 | $18,021 | $43,075-58.2% | $74,583-75.8% | $62,891-71.3% |
| Participation rate | 22.7% | 58.1%-35.3pp | 68.1%-45.4pp | 69.3%-46.6pp |
| Annual return | 10.80% | 17.50%-6.7pp | 20.47%-9.7pp | 20.14%-9.3pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $444 | $2,389-81.4% | $3,458-87.2% | $3,203-86.1% |
| Admin fee / account holder | $61 | $2,840-97.8% | $4,138-98.5% | $4,296-98.6% |