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 10-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 | $31,169 | $168,632-81.5% | $147,614-78.9% | $125,391-75.1% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | 1.81% | 77.65%-75.8pp | 61.98%-60.2pp | 282.22%-280.4pp |
| Employer contribution / active EE | $462 | $6,252-92.6% | $5,564-91.7% | $4,866-90.5% |
| Participant deferral / active EE | $1,480 | $5,507-73.1% | $4,895-69.8% | $5,352-72.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |