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 9-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 | $20,259 | $124,425-83.7% | $112,040-81.9% | $137,256-85.2% |
| Participation rate | 69.2% | 79.3%-10.1pp | 76.5%-7.3pp | 80.0%-10.7pp |
| Annual return | 19.01% | 24.72%-5.7pp | 24.52%-5.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $164 | $3,411-95.2% | $2,954-94.4% | $4,156-96.1% |
| Participant deferral / active EE | $1,431 | $5,718-75.0% | $5,098-71.9% | $6,407-77.7% |
| Admin fee / account holder | $139 | $15,207-99.1% | $12,098-98.9% | $12,270-98.9% |