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 | $23,808 | $114,381-79.2% | $107,525-77.9% | $142,382-83.3% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 20.65% | 242.71%-222.1pp | 181.32%-160.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $770 | $4,015-80.8% | $3,754-79.5% | $4,299-82.1% |
| Participant deferral / active EE | $1,320 | $5,564-76.3% | $5,116-74.2% | $6,507-79.7% |
| Admin fee / account holder | $253 | $9,860-97.4% | $8,919-97.2% | $12,624-98.0% |