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 7-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 | $52,519 | $105,126-50.0% | $94,646-44.5% | $139,434-62.3% |
| Participation rate | 9.1% | 82.4%-73.3pp | 80.8%-71.7pp | 80.3%-71.2pp |
| Annual return | 29.24% | 38.03%-8.8pp | 156.71%-127.5pp | 372.94%-343.7pp |
| Employer contribution / active EE | $108 | $4,106-97.4% | $3,672-97.1% | $4,751-97.7% |
| Participant deferral / active EE | $789 | $7,599-89.6% | $7,418-89.4% | $6,710-88.2% |
| Admin fee / account holder | $246 | $8,984-97.3% | $7,231-96.6% | $11,403-97.8% |