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 | $55,627 | $179,726-69.0% | $156,263-64.4% | $142,382-60.9% |
| Participation rate | 26.3% | 82.1%-55.8pp | 78.9%-52.6pp | 80.1%-53.8pp |
| Annual return | 20.22% | 77.86%-57.6pp | 59.47%-39.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,015 | $5,069-80.0% | $4,333-76.6% | $4,299-76.4% |
| Participant deferral / active EE | $1,014 | $6,956-85.4% | $6,158-83.5% | $6,507-84.4% |
| Admin fee / account holder | $19 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |