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 | $71,465 | $84,233-15.2% | $170,442-58.1% | $70,131+1.9% |
| Participation rate | 12.5% | 70.8%-58.3pp | 83.6%-71.1pp | 69.5%-57.0pp |
| Annual return | 20.24% | 23.06%-2.8pp | 205.93%-185.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $242 | $3,387-92.8% | $5,433-95.5% | $2,342-89.7% |
| Participant deferral / active EE | $795 | $3,086-74.2% | $4,939-83.9% | $3,332-76.1% |
| Admin fee / account holder | $143 | $5,698-97.5% | $13,880-99.0% | $4,645-96.9% |