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 | $58,223 | $179,726-67.6% | $156,263-62.7% | $142,382-59.1% |
| Participation rate | 20.0% | 82.1%-62.1pp | 78.9%-58.9pp | 80.1%-60.1pp |
| Annual return | 19.46% | 77.86%-58.4pp | 59.47%-40.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,077 | $5,069-78.7% | $4,333-75.1% | $4,299-74.9% |
| Participant deferral / active EE | $1,286 | $6,956-81.5% | $6,158-79.1% | $6,507-80.2% |
| Admin fee / account holder | $9 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |