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 | $114,381-22.7% | $107,525-17.8% | $142,382-37.9% |
| Participation rate | 41.7% | 78.1%-36.5pp | 75.1%-33.4pp | 80.1%-38.5pp |
| Annual return | 16.31% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $441 | $4,015-89.0% | $3,754-88.3% | $4,299-89.7% |
| Participant deferral / active EE | $1,194 | $5,564-78.6% | $5,116-76.7% | $6,507-81.7% |
| Admin fee / account holder | $8 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |