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 | $36,923 | $106,515-65.3% | $96,683-61.8% | $139,434-73.5% |
| Participation rate | 54.2% | 77.8%-23.7pp | 74.3%-20.2pp | 80.3%-26.2pp |
| Annual return | 19.71% | 38.43%-18.7pp | 35.69%-16.0pp | 372.94%-353.2pp |
| Employer contribution / active EE | $641 | $4,103-84.4% | $3,737-82.8% | $4,751-86.5% |
| Participant deferral / active EE | $1,316 | $5,454-75.9% | $4,878-73.0% | $6,710-80.4% |
| Admin fee / account holder | $246 | $7,877-96.9% | $6,730-96.4% | $11,403-97.8% |