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 | $78,372 | $179,726-56.4% | $156,263-49.8% | $142,382-45.0% |
| Participation rate | 20.0% | 82.1%-62.1pp | 78.9%-58.9pp | 80.1%-60.1pp |
| Annual return | 12.12% | 77.86%-65.7pp | 59.47%-47.3pp | 217.08%-205.0pp |
| Employer contribution / active EE | $342 | $5,069-93.3% | $4,333-92.1% | $4,299-92.0% |
| Participant deferral / active EE | $794 | $6,956-88.6% | $6,158-87.1% | $6,507-87.8% |
| Admin fee / account holder | $20 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |