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 | $94,228 | $99,341-5.1% | $84,750+11.2% | $273,961-65.6% |
| Participation rate | 12.5% | 80.7%-68.2pp | 76.6%-64.1pp | 83.0%-70.5pp |
| Annual return | 7.19% | 22.93%-15.7pp | 22.78%-15.6pp | 41.45%-34.3pp |
| Employer contribution / active EE | $439 | $4,214-89.6% | $3,574-87.7% | $4,869-91.0% |
| Participant deferral / active EE | $548 | $4,269-87.2% | $3,712-85.2% | $5,287-89.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |