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 | $68,765 | $140,588-51.1% | $123,104-44.1% | $125,391-45.2% |
| Participation rate | 57.1% | 88.2%-31.1pp | 86.8%-29.6pp | 83.2%-26.0pp |
| Annual return | 1.73% | 16.80%-15.1pp | 13.22%-11.5pp | 282.22%-280.5pp |
| Employer contribution / active EE | $286 | $6,041-95.3% | $5,151-94.4% | $4,866-94.1% |
| Participant deferral / active EE | $2,003 | $6,980-71.3% | $6,230-67.8% | $5,352-62.6% |
| Admin fee / account holder | $101 | $11,198-99.1% | $9,015-98.9% | $9,540-98.9% |