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 8-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 | $36,805 | $175,202-79.0% | $149,673-75.4% | $139,434-73.6% |
| Participation rate | 26.7% | 83.4%-56.7pp | 78.8%-52.1pp | 80.3%-53.7pp |
| Annual return | 20.26% | 166.71%-146.4pp | 134.42%-114.2pp | 372.94%-352.7pp |
| Employer contribution / active EE | $918 | $5,474-83.2% | $4,818-80.9% | $4,751-80.7% |
| Participant deferral / active EE | $1,697 | $6,519-74.0% | $5,680-70.1% | $6,710-74.7% |
| Admin fee / account holder | $259 | $16,150-98.4% | $13,210-98.0% | $11,403-97.7% |