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 | $79,807 | $177,572-55.1% | $154,803-48.4% | $142,382-43.9% |
| Participation rate | 21.4% | 82.1%-60.6pp | 78.1%-56.6pp | 80.1%-58.7pp |
| Annual return | 16.44% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $303 | $4,810-93.7% | $4,305-93.0% | $4,299-93.0% |
| Participant deferral / active EE | $303 | $6,272-95.2% | $5,540-94.5% | $6,507-95.4% |
| Admin fee / account holder | $104 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |