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 9-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 | $32,838 | $159,602-79.4% | $150,045-78.1% | $142,382-76.9% |
| Participation rate | 12.5% | 84.0%-71.5pp | 82.3%-69.8pp | 80.1%-67.6pp |
| Annual return | 12.73% | 70.24%-57.5pp | 62.55%-49.8pp | 217.08%-204.3pp |
| Employer contribution / active EE | $6 | $4,961-99.9% | $4,693-99.9% | $4,299-99.9% |
| Participant deferral / active EE | $249 | $8,310-97.0% | $7,997-96.9% | $6,507-96.2% |
| Admin fee / account holder | $248 | $14,846-98.3% | $13,435-98.2% | $12,624-98.0% |