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 9-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 | $114,957 | $124,281-7.5% | $109,143+5.3% | $167,490-31.4% |
| Participation rate | 28.6% | 79.4%-50.9pp | 75.9%-47.3pp | 82.1%-53.5pp |
| Annual return | 19.90% | 26.04%-6.1pp | 25.75%-5.9pp | 478.56%-458.7pp |
| Employer contribution / active EE | $748 | $4,207-82.2% | $3,722-79.9% | $4,837-84.5% |
| Participant deferral / active EE | $1,427 | $5,255-72.8% | $4,653-69.3% | $6,341-77.5% |
| Admin fee / account holder | $15 | $7,970-99.8% | $6,752-99.8% | $12,309-99.9% |