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 | $31,347 | $91,552-65.8% | $133,956-76.6% | $79,858-60.7% |
| Participation rate | 24.2% | 73.3%-49.1pp | 79.8%-55.6pp | 69.6%-45.4pp |
| Annual return | 16.65% | 61.85%-45.2pp | 45.09%-28.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,550 | $3,733-58.5% | $5,048-69.3% | $3,740-58.6% |
| Admin fee / account holder | $298 | $6,321-95.3% | $8,927-96.7% | $5,306-94.4% |