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 6-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 | $48,251 | $177,572-72.8% | $154,803-68.8% | $142,382-66.1% |
| Participation rate | 25.0% | 82.1%-57.1pp | 78.1%-53.1pp | 80.1%-55.1pp |
| Annual return | 20.31% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $465 | $4,810-90.3% | $4,305-89.2% | $4,299-89.2% |
| Participant deferral / active EE | $465 | $6,272-92.6% | $5,540-91.6% | $6,507-92.8% |
| Admin fee / account holder | $250 | $16,786-98.5% | $14,329-98.3% | $12,624-98.0% |