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 | $177,572-68.5% | $154,803-63.9% | $142,382-60.8% |
| Participation rate | 23.1% | 82.1%-59.0pp | 78.1%-55.0pp | 80.1%-57.0pp |
| Annual return | 12.33% | 65.07%-52.7pp | 58.88%-46.5pp | 217.08%-204.7pp |
| Employer contribution / active EE | $100 | $4,810-97.9% | $4,305-97.7% | $4,299-97.7% |
| Participant deferral / active EE | $1,092 | $6,272-82.6% | $5,540-80.3% | $6,507-83.2% |
| Admin fee / account holder | $133 | $16,786-99.2% | $14,329-99.1% | $12,624-98.9% |