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 | $55,848 | $172,111-67.6% | $150,298-62.8% | $137,256-59.3% |
| Participation rate | 23.1% | 81.7%-58.6pp | 77.8%-54.7pp | 80.0%-56.9pp |
| Annual return | 12.33% | 69.37%-57.0pp | 62.79%-50.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $100 | $4,636-97.8% | $4,154-97.6% | $4,156-97.6% |
| Participant deferral / active EE | $1,092 | $6,166-82.3% | $5,453-80.0% | $6,407-83.0% |
| Admin fee / account holder | $133 | $16,471-99.2% | $14,116-99.1% | $12,270-98.9% |