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 | $89,216 | $178,174-49.9% | $156,181-42.9% | $137,256-35.0% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 17.82% | 84.19%-66.4pp | 64.87%-47.1pp | 220.34%-202.5pp |
| Employer contribution / active EE | $892 | $4,972-82.1% | $4,294-79.2% | $4,156-78.5% |
| Participant deferral / active EE | $1,433 | $6,888-79.2% | $6,132-76.6% | $6,407-77.6% |
| Admin fee / account holder | $37 | $17,404-99.8% | $14,586-99.7% | $12,270-99.7% |