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 | $77,511 | $64,324+20.5% | $118,925-34.8% | $79,858-2.9% |
| Participation rate | 32.0% | 64.9%-32.9pp | 75.4%-43.4pp | 69.6%-37.6pp |
| Annual return | 17.06% | 86.45%-69.4pp | 35.88%-18.8pp | 31.71%-14.7pp |
| Employer contribution / active EE | $191 | $1,836-89.6% | $3,263-94.1% | $2,471-92.3% |
| Participant deferral / active EE | $1,070 | $2,824-62.1% | $4,265-74.9% | $3,740-71.4% |
| Admin fee / account holder | $191 | $4,040-95.3% | $6,581-97.1% | $5,306-96.4% |