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 | $51,931 | $153,772-66.2% | $133,980-61.2% | $273,961-81.0% |
| Participation rate | 54.2% | 88.4%-34.2pp | 87.1%-32.9pp | 83.0%-28.8pp |
| Annual return | 6.47% | 36.51%-30.0pp | 29.30%-22.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,117 | $6,029-81.5% | $5,211-78.6% | $4,869-77.1% |
| Participant deferral / active EE | $1,541 | $6,958-77.9% | $6,282-75.5% | $5,287-70.9% |
| Admin fee / account holder | $91 | $11,765-99.2% | $9,324-99.0% | $10,132-99.1% |