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 9-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 | $35,462 | $172,111-79.4% | $150,298-76.4% | $137,256-74.2% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 19.43% | 69.37%-49.9pp | 62.79%-43.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $306 | $4,636-93.4% | $4,154-92.6% | $4,156-92.6% |
| Participant deferral / active EE | $919 | $6,166-85.1% | $5,453-83.2% | $6,407-85.7% |
| Admin fee / account holder | $253 | $16,471-98.5% | $14,116-98.2% | $12,270-97.9% |