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 5-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 | $42,317 | $87,166-51.5% | $76,735-44.9% | $137,256-69.2% |
| Participation rate | 11.1% | 74.4%-63.2pp | 69.5%-58.4pp | 80.0%-68.8pp |
| Annual return | 21.91% | 26.50%-4.6pp | 29.77%-7.9pp | 220.34%-198.4pp |
| Employer contribution / active EE | $420 | $2,904-85.5% | $2,454-82.9% | $4,156-89.9% |
| Participant deferral / active EE | $420 | $4,726-91.1% | $4,088-89.7% | $6,407-93.4% |
| Admin fee / account holder | $258 | $8,403-96.9% | $7,189-96.4% | $12,270-97.9% |