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 5-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 | $177,987 | $162,781+9.3% | $133,956+32.9% | $158,922+12.0% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 10.78% | 41.94%-31.2pp | 45.09%-34.3pp | 302.83%-292.0pp |
| Employer contribution / active EE | $714 | $4,975-85.6% | $3,919-81.8% | $4,761-85.0% |
| Participant deferral / active EE | $1,252 | $5,911-78.8% | $5,048-75.2% | $5,982-79.1% |
| Admin fee / account holder | $223 | $11,736-98.1% | $8,927-97.5% | $11,246-98.0% |