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 | $62,174 | $105,859-41.3% | $90,160-31.0% | $147,584-57.9% |
| Participation rate | 42.1% | 79.7%-37.6pp | 76.9%-34.8pp | 82.8%-40.7pp |
| Annual return | 15.65% | 37.63%-22.0pp | 34.88%-19.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $282 | $4,126-93.2% | $3,318-91.5% | $4,876-94.2% |
| Participant deferral / active EE | $1,129 | $5,733-80.3% | $5,288-78.6% | $5,439-79.2% |
| Admin fee / account holder | $205 | $8,046-97.4% | $5,943-96.5% | $10,885-98.1% |