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 7-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 | $21,856 | $90,745-75.9% | $130,231-83.2% | $75,163-70.9% |
| Participation rate | 35.7% | 71.1%-35.3pp | 76.3%-40.6pp | 67.2%-31.5pp |
| Annual return | 20.08% | 34.45%-14.4pp | 38.77%-18.7pp | 160.62%-140.5pp |
| Employer contribution / active EE | $478 | $3,314-85.6% | $4,126-88.4% | $2,670-82.1% |
| Participant deferral / active EE | $1,527 | $5,362-71.5% | $6,799-77.5% | $4,125-63.0% |
| Admin fee / account holder | $189 | $6,331-97.0% | $6,020-96.9% | $5,651-96.6% |