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 | $76,118 | $71,883+5.9% | $86,677-12.2% | $68,494+11.1% |
| Participation rate | 68.9% | 72.2%-3.3pp | 76.6%-7.7pp | 67.9%+1.0pp |
| Annual return | 7.77% | 3.52%+4.2pp | 35.91%-28.1pp | -7.84%+15.6pp |
| Employer contribution / active EE | $160 | $2,173-92.6% | $2,836-94.4% | $2,596-93.8% |
| Participant deferral / active EE | $752 | $3,779-80.1% | $4,656-83.8% | $4,027-81.3% |
| Admin fee / account holder | $41 | $6,112-99.3% | $7,493-99.5% | $5,403-99.2% |