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 | $77,563 | $148,534-47.8% | $135,903-42.9% | $139,434-44.4% |
| Participation rate | 7.7% | 83.9%-76.2pp | 81.9%-74.2pp | 80.3%-72.6pp |
| Annual return | 18.65% | 79.19%-60.5pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $324 | $5,243-93.8% | $4,856-93.3% | $4,751-93.2% |
| Participant deferral / active EE | $2,304 | $8,100-71.6% | $7,758-70.3% | $6,710-65.7% |
| Admin fee / account holder | $60 | $12,400-99.5% | $10,762-99.4% | $11,403-99.5% |