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 | $58,665 | $197,591-70.3% | $177,821-67.0% | $158,922-63.1% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.7%-47.7pp | 82.0%-42.0pp |
| Annual return | 22.49% | 58.76%-36.3pp | 48.32%-25.8pp | 302.83%-280.3pp |
| Employer contribution / active EE | $255 | $6,697-96.2% | $5,918-95.7% | $4,761-94.6% |
| Participant deferral / active EE | $383 | $8,405-95.4% | $7,714-95.0% | $5,982-93.6% |
| Admin fee / account holder | $15 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |