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 | $45,515 | $135,952-66.5% | $123,892-63.3% | $273,961-83.4% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 4.28% | 56.63%-52.3pp | 47.52%-43.2pp | 41.45%-37.2pp |
| Employer contribution / active EE | $743 | $5,170-85.6% | $4,617-83.9% | $4,869-84.7% |
| Participant deferral / active EE | $1,863 | $6,343-70.6% | $5,984-68.9% | $5,287-64.8% |
| Admin fee / account holder | $13 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |