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 | $50,924 | $99,341-48.7% | $84,750-39.9% | $273,961-81.4% |
| Participation rate | 25.0% | 80.7%-55.7pp | 76.6%-51.6pp | 83.0%-58.0pp |
| Annual return | 8.47% | 22.93%-14.5pp | 22.78%-14.3pp | 41.45%-33.0pp |
| Employer contribution / active EE | $380 | $4,214-91.0% | $3,574-89.4% | $4,869-92.2% |
| Participant deferral / active EE | $875 | $4,269-79.5% | $3,712-76.4% | $5,287-83.5% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |