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 | $38,497 | $78,672-51.1% | $109,143-64.7% | $85,850-55.2% |
| Participation rate | 9.1% | 68.3%-59.2pp | 75.9%-66.8pp | 69.3%-60.2pp |
| Annual return | 18.23% | 25.09%-6.9pp | 25.75%-7.5pp | 318.53%-300.3pp |
| Employer contribution / active EE | $107 | $2,735-96.1% | $3,722-97.1% | $2,565-95.8% |
| Participant deferral / active EE | $1,256 | $3,467-63.8% | $4,653-73.0% | $3,952-68.2% |
| Admin fee / account holder | $253 | $5,469-95.4% | $6,752-96.3% | $6,260-96.0% |