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 | $73,725 | $89,753-17.9% | $107,525-31.4% | $84,808-13.1% |
| Participation rate | 24.1% | 68.1%-44.0pp | 75.1%-51.0pp | 68.3%-44.2pp |
| Annual return | 132.19% | 29.48%+102.7pp | 181.32%-49.1pp | 40.90%+91.3pp |
| Employer contribution / active EE | $808 | $3,113-74.0% | $3,754-78.5% | $2,631-69.3% |
| Participant deferral / active EE | $1,279 | $4,056-68.5% | $5,116-75.0% | $4,212-69.6% |
| Admin fee / account holder | $14 | $7,222-99.8% | $8,919-99.8% | $7,344-99.8% |