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 6-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 | $137,084 | $127,065+7.9% | $113,168+21.1% | $142,382-3.7% |
| Participation rate | 33.3% | 79.2%-45.9pp | 76.6%-43.2pp | 80.1%-46.8pp |
| Annual return | 15.48% | 24.03%-8.5pp | 24.27%-8.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $247 | $3,442-92.8% | $2,975-91.7% | $4,299-94.2% |
| Participant deferral / active EE | $247 | $5,716-95.7% | $5,107-95.2% | $6,507-96.2% |
| Admin fee / account holder | $120 | $15,736-99.2% | $12,068-99.0% | $12,624-99.0% |