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 7-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 | $20,767 | $111,535-81.4% | $105,223-80.3% | $137,256-84.9% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 18.00% | 237.85%-219.9pp | 180.65%-162.7pp | 220.34%-202.3pp |
| Employer contribution / active EE | $466 | $3,939-88.2% | $3,689-87.4% | $4,156-88.8% |
| Participant deferral / active EE | $1,025 | $5,500-81.4% | $5,072-79.8% | $6,407-84.0% |
| Admin fee / account holder | $102 | $9,721-98.9% | $8,859-98.8% | $12,270-99.2% |