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 | $48,818 | $153,772-68.3% | $133,980-63.6% | $273,961-82.2% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.1%-20.4pp | 83.0%-16.3pp |
| Annual return | 4.06% | 36.51%-32.5pp | 29.30%-25.2pp | 41.45%-37.4pp |
| Employer contribution / active EE | $956 | $6,029-84.2% | $5,211-81.7% | $4,869-80.4% |
| Participant deferral / active EE | $1,234 | $6,958-82.3% | $6,282-80.3% | $5,287-76.7% |
| Admin fee / account holder | $261 | $11,765-97.8% | $9,324-97.2% | $10,132-97.4% |