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 | $72,731 | $192,717-62.3% | $142,449-48.9% | $139,434-47.8% |
| Participation rate | 33.3% | 81.5%-48.1pp | 76.8%-43.4pp | 80.3%-47.0pp |
| Annual return | 12.93% | 17.99%-5.1pp | 19.99%-7.1pp | 372.94%-360.0pp |
| Employer contribution / active EE | $675 | $5,806-88.4% | $4,847-86.1% | $4,751-85.8% |
| Participant deferral / active EE | $1,293 | $7,208-82.1% | $6,283-79.4% | $6,710-80.7% |
| Admin fee / account holder | $179 | $15,124-98.8% | $10,011-98.2% | $11,403-98.4% |