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 | $133,941 | $159,602-16.1% | $150,045-10.7% | $142,382-5.9% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.3%-68.0pp | 80.1%-65.8pp |
| Annual return | 20.17% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $225 | $4,961-95.5% | $4,693-95.2% | $4,299-94.8% |
| Participant deferral / active EE | $1,125 | $8,310-86.5% | $7,997-85.9% | $6,507-82.7% |
| Admin fee / account holder | $120 | $14,846-99.2% | $13,435-99.1% | $12,624-99.0% |