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 7-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 | $46,528 | $114,381-59.3% | $107,525-56.7% | $142,382-67.3% |
| Participation rate | 17.6% | 78.1%-60.5pp | 75.1%-57.4pp | 80.1%-62.5pp |
| Annual return | 16.73% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $662 | $4,015-83.5% | $3,754-82.4% | $4,299-84.6% |
| Participant deferral / active EE | $1,207 | $5,564-78.3% | $5,116-76.4% | $6,507-81.5% |
| Admin fee / account holder | $174 | $9,860-98.2% | $8,919-98.1% | $12,624-98.6% |