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 | $85,781 | $99,341-13.7% | $84,750+1.2% | $273,961-68.7% |
| Participation rate | 29.4% | 80.7%-51.3pp | 76.6%-47.2pp | 83.0%-53.6pp |
| Annual return | 10.57% | 22.93%-12.4pp | 22.78%-12.2pp | 41.45%-30.9pp |
| Employer contribution / active EE | $147 | $4,214-96.5% | $3,574-95.9% | $4,869-97.0% |
| Participant deferral / active EE | $736 | $4,269-82.8% | $3,712-80.2% | $5,287-86.1% |
| Admin fee / account holder | $211 | $6,644-96.8% | $5,332-96.1% | $10,132-97.9% |