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 | $36,185 | $177,572-79.6% | $154,803-76.6% | $142,382-74.6% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.1%-18.1pp | 80.1%-20.1pp |
| Annual return | 324.55% | 65.07%+259.5pp | 58.88%+265.7pp | 217.08%+107.5pp |
| Employer contribution / active EE | $835 | $4,810-82.6% | $4,305-80.6% | $4,299-80.6% |
| Participant deferral / active EE | $1,402 | $6,272-77.6% | $5,540-74.7% | $6,507-78.5% |
| Admin fee / account holder | $127 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |