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 | $44,737 | $181,894-75.4% | $156,549-71.4% | $273,961-83.7% |
| Participation rate | 12.5% | 88.4%-75.9pp | 84.0%-71.5pp | 83.0%-70.5pp |
| Annual return | 5.47% | 30.74%-25.3pp | 32.23%-26.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,290 | $5,550-76.8% | $4,871-73.5% | $5,287-75.6% |
| Admin fee / account holder | $176 | $15,559-98.9% | $13,027-98.6% | $10,132-98.3% |