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 | $44,980 | $76,670-41.3% | $96,683-53.5% | $71,457-37.1% |
| Participation rate | 19.4% | 66.6%-47.2pp | 74.3%-55.0pp | 67.9%-48.5pp |
| Annual return | 62.44% | 48.29%+14.1pp | 35.69%+26.7pp | 28.85%+33.6pp |
| Employer contribution / active EE | $421 | $3,031-86.1% | $3,737-88.7% | $2,588-83.7% |
| Participant deferral / active EE | $1,212 | $3,771-67.9% | $4,878-75.2% | $4,289-71.7% |
| Admin fee / account holder | $213 | $2,028-89.5% | $6,730-96.8% | $1,587-86.6% |