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 8-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 | $88,411 | $111,535-20.7% | $105,223-16.0% | $137,256-35.6% |
| Participation rate | 41.7% | 78.1%-36.4pp | 75.0%-33.4pp | 80.0%-38.3pp |
| Annual return | 16.31% | 237.85%-221.5pp | 180.65%-164.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $441 | $3,939-88.8% | $3,689-88.1% | $4,156-89.4% |
| Participant deferral / active EE | $1,194 | $5,500-78.3% | $5,072-76.5% | $6,407-81.4% |
| Admin fee / account holder | $8 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |