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 6-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 | $103,353 | $89,753+15.2% | $107,525-3.9% | $84,808+21.9% |
| Participation rate | 6.9% | 68.1%-61.2pp | 75.1%-68.2pp | 68.3%-61.4pp |
| Annual return | 21.23% | 29.48%-8.2pp | 181.32%-160.1pp | 40.90%-19.7pp |
| Employer contribution / active EE | $491 | $3,113-84.2% | $3,754-86.9% | $2,631-81.3% |
| Participant deferral / active EE | $1,663 | $4,056-59.0% | $5,116-67.5% | $4,212-60.5% |
| Admin fee / account holder | $198 | $7,222-97.3% | $8,919-97.8% | $7,344-97.3% |