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 3-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 | $57,504 | $154,228-62.7% | $145,433-60.5% | $137,256-58.1% |
| Participation rate | 10.0% | 83.8%-73.8pp | 82.1%-72.1pp | 80.0%-70.0pp |
| Annual return | 21.60% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,397 | $8,216-70.8% | $7,897-69.7% | $6,407-62.6% |
| Admin fee / account holder | $167 | $14,344-98.8% | $13,129-98.7% | $12,270-98.6% |