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 | $106,953 | $57,016+87.6% | $84,966+25.9% | $80,856+32.3% |
| Participation rate | 1.5% | 56.3%-54.9pp | 67.5%-66.0pp | 67.6%-66.2pp |
| Annual return | 15.37% | 21.66%-6.3pp | 66.38%-51.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $14 | $1,798-99.2% | $2,727-99.5% | $2,755-99.5% |
| Participant deferral / active EE | $18 | $3,110-99.4% | $4,519-99.6% | $4,296-99.6% |
| Admin fee / account holder | $60 | $4,980-98.8% | $6,149-99.0% | $6,918-99.1% |