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 | $81,982 | $154,228-46.8% | $145,433-43.6% | $137,256-40.3% |
| Participation rate | 22.2% | 83.8%-61.6pp | 82.1%-59.9pp | 80.0%-57.7pp |
| Annual return | 15.48% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $224 | $4,804-95.3% | $4,554-95.1% | $4,156-94.6% |
| Participant deferral / active EE | $1,680 | $8,216-79.6% | $7,897-78.7% | $6,407-73.8% |
| Admin fee / account holder | $30 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |