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 | $82,529 | $83,477-1.1% | $125,175-34.1% | $72,985+13.1% |
| Participation rate | 19.1% | 73.3%-54.2pp | 79.8%-60.6pp | 69.5%-50.3pp |
| Annual return | 22.12% | 25.78%-3.7pp | 43.79%-21.7pp | 81.00%-58.9pp |
| Employer contribution / active EE | $352 | $2,345-85.0% | $3,865-90.9% | $2,440-85.6% |
| Participant deferral / active EE | $782 | $3,585-78.2% | $4,937-84.2% | $3,607-78.3% |
| Admin fee / account holder | $200 | $5,517-96.4% | $9,702-97.9% | $5,124-96.1% |