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 | $117,975 | $81,248+45.2% | $155,509-24.1% | $80,856+45.9% |
| Participation rate | 10.9% | 66.2%-55.4pp | 78.2%-67.3pp | 67.6%-56.8pp |
| Annual return | 11.42% | 33.31%-21.9pp | 64.67%-53.3pp | 35.59%-24.2pp |
| Employer contribution / active EE | $219 | $3,100-92.9% | $4,672-95.3% | $2,755-92.1% |
| Participant deferral / active EE | $736 | $3,452-78.7% | $5,626-86.9% | $4,296-82.9% |
| Admin fee / account holder | $20 | $7,997-99.7% | $15,912-99.9% | $6,918-99.7% |