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 10-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 | $108,960 | $76,552+42.3% | $123,892-12.1% | $62,891+73.3% |
| Participation rate | 6.0% | 73.0%-67.0pp | 81.4%-75.4pp | 69.3%-63.3pp |
| Annual return | 7.34% | 18.68%-11.3pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $254 | $2,883-91.2% | $4,617-94.5% | $2,281-88.9% |
| Participant deferral / active EE | $539 | $4,840-88.9% | $5,984-91.0% | $3,203-83.2% |
| Admin fee / account holder | $20 | $4,826-99.6% | $8,357-99.8% | $4,296-99.5% |