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 | $46,159 | $185,822-75.2% | $169,993-72.8% | $139,434-66.9% |
| Participation rate | 59.1% | 87.8%-28.7pp | 87.0%-27.9pp | 80.3%-21.2pp |
| Annual return | 13.20% | 60.50%-47.3pp | 53.37%-40.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $550 | $7,590-92.8% | $6,785-91.9% | $4,751-88.4% |
| Participant deferral / active EE | $1,335 | $11,622-88.5% | $10,408-87.2% | $6,710-80.1% |
| Admin fee / account holder | $292 | $15,381-98.1% | $12,815-97.7% | $11,403-97.4% |