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 | $160,490 | $77,896+106.0% | $134,172+19.6% | $82,448+94.7% |
| Participation rate | 3.6% | 62.8%-59.2pp | 72.5%-68.8pp | 68.1%-64.4pp |
| Annual return | 16.23% | 18.21%-2.0pp | 25.30%-9.1pp | 41.64%-25.4pp |
| Employer contribution / active EE | $85 | $2,159-96.1% | $3,420-97.5% | $2,551-96.7% |
| Participant deferral / active EE | $94 | $3,162-97.0% | $4,690-98.0% | $4,139-97.7% |
| Admin fee / account holder | $30 | $6,336-99.5% | $12,016-99.8% | $7,234-99.6% |