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 7-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 | $103,425 | $162,781-36.5% | $133,956-22.8% | $158,922-34.9% |
| Participation rate | 50.0% | 83.2%-33.2pp | 79.8%-29.8pp | 82.0%-32.0pp |
| Annual return | 26.93% | 41.94%-15.0pp | 45.09%-18.2pp | 302.83%-275.9pp |
| Employer contribution / active EE | $32 | $4,975-99.4% | $3,919-99.2% | $4,761-99.3% |
| Participant deferral / active EE | $32 | $5,911-99.5% | $5,048-99.4% | $5,982-99.5% |
| Admin fee / account holder | $107 | $11,736-99.1% | $8,927-98.8% | $11,246-99.1% |