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 | $72,274 | $181,894-60.3% | $156,549-53.8% | $273,961-73.6% |
| Participation rate | 57.1% | 88.4%-31.2pp | 84.0%-26.9pp | 83.0%-25.9pp |
| Annual return | 8.68% | 30.74%-22.1pp | 32.23%-23.5pp | 41.45%-32.8pp |
| Employer contribution / active EE | $953 | $6,248-84.7% | $5,501-82.7% | $4,869-80.4% |
| Participant deferral / active EE | $1,011 | $5,550-81.8% | $4,871-79.2% | $5,287-80.9% |
| Admin fee / account holder | $13 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |