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 | $56,671 | $178,174-68.2% | $156,181-63.7% | $137,256-58.7% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 17.95% | 84.19%-66.2pp | 64.87%-46.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $300 | $4,972-94.0% | $4,294-93.0% | $4,156-92.8% |
| Participant deferral / active EE | $1,350 | $6,888-80.4% | $6,132-78.0% | $6,407-78.9% |
| Admin fee / account holder | $30 | $17,404-99.8% | $14,586-99.8% | $12,270-99.8% |