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 6-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 | $46,304 | $51,175-9.5% | $70,515-34.3% | $75,163-38.4% |
| Participation rate | 7.7% | 60.9%-53.2pp | 68.3%-60.7pp | 67.2%-59.5pp |
| Annual return | 21.57% | 30.02%-8.5pp | 32.77%-11.2pp | 160.62%-139.1pp |
| Employer contribution / active EE | $250 | $1,826-86.3% | $2,973-91.6% | $2,670-90.7% |
| Participant deferral / active EE | $659 | $2,849-76.9% | $4,567-85.6% | $4,125-84.0% |
| Admin fee / account holder | $230 | $4,091-94.4% | $6,412-96.4% | $5,651-95.9% |