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 | $18,261 | $56,897-67.9% | $84,750-78.5% | $62,891-71.0% |
| Participation rate | 18.2% | 68.5%-50.4pp | 76.6%-58.4pp | 69.3%-51.1pp |
| Annual return | 8.59% | 6.30%+2.3pp | 22.78%-14.2pp | 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 | $180 | $2,709-93.4% | $3,712-95.2% | $3,203-94.4% |
| Admin fee / account holder | $278 | $3,581-92.2% | $5,332-94.8% | $4,296-93.5% |