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 | $91,770 | $63,346+44.9% | $92,233-0.5% | $70,131+30.9% |
| Participation rate | 26.2% | 68.7%-42.4pp | 76.5%-50.3pp | 69.5%-43.3pp |
| Annual return | 15.77% | 530.12%-514.3pp | 176.28%-160.5pp | 73.14%-57.4pp |
| Employer contribution / active EE | $433 | $2,471-82.5% | $3,679-88.2% | $2,342-81.5% |
| Participant deferral / active EE | $1,113 | $2,854-61.0% | $3,897-71.4% | $3,332-66.6% |
| Admin fee / account holder | $105 | $3,840-97.3% | $5,194-98.0% | $4,645-97.7% |