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 8-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 | $36,246 | $94,031-61.5% | $115,768-68.7% | $82,448-56.0% |
| Participation rate | 7.1% | 70.4%-63.4pp | 74.4%-67.3pp | 68.1%-61.0pp |
| Annual return | 23.11% | 20.61%+2.5pp | 100.46%-77.4pp | 41.64%-18.5pp |
| Employer contribution / active EE | $95 | $2,323-95.9% | $2,940-96.8% | $2,551-96.3% |
| Participant deferral / active EE | $501 | $3,972-87.4% | $4,917-89.8% | $4,139-87.9% |
| Admin fee / account holder | $114 | $10,249-98.9% | $12,439-99.1% | $7,234-98.4% |