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 | $76,259 | $176,812-56.9% | $146,665-48.0% | $167,490-54.5% |
| Participation rate | 11.1% | 83.6%-72.5pp | 80.1%-69.0pp | 82.1%-71.0pp |
| Annual return | 12.38% | 24.03%-11.7pp | 22.74%-10.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $560 | $5,160-89.1% | $4,136-86.5% | $4,837-88.4% |
| Participant deferral / active EE | $878 | $6,440-86.4% | $5,506-84.0% | $6,341-86.2% |
| Admin fee / account holder | $30 | $13,259-99.8% | $10,280-99.7% | $12,309-99.8% |