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 | $30,783 | $67,606-54.5% | $82,313-62.6% | $70,131-56.1% |
| Participation rate | 27.7% | 72.8%-45.1pp | 76.9%-49.2pp | 69.5%-41.8pp |
| Annual return | 14.10% | 21.57%-7.5pp | 25.88%-11.8pp | 73.14%-59.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,114 | $2,987-62.7% | $3,706-69.9% | $3,332-66.6% |
| Admin fee / account holder | $259 | $4,512-94.3% | $5,608-95.4% | $4,645-94.4% |