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 8-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 | $83,990 | $181,894-53.8% | $156,549-46.3% | $273,961-69.3% |
| Participation rate | 27.3% | 88.4%-61.1pp | 84.0%-56.7pp | 83.0%-55.7pp |
| Annual return | 8.63% | 30.74%-22.1pp | 32.23%-23.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $300 | $6,248-95.2% | $5,501-94.5% | $4,869-93.8% |
| Participant deferral / active EE | $560 | $5,550-89.9% | $4,871-88.5% | $5,287-89.4% |
| Admin fee / account holder | $14 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |