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 | $84,472 | $81,460+3.7% | $103,333-18.3% | $80,856+4.5% |
| Participation rate | 10.5% | 66.8%-56.3pp | 74.5%-64.0pp | 67.6%-57.1pp |
| Annual return | 15.15% | 25.55%-10.4pp | 24.88%-9.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $374 | $3,105-88.0% | $3,868-90.3% | $2,755-86.4% |
| Participant deferral / active EE | $1,108 | $3,869-71.4% | $5,057-78.1% | $4,296-74.2% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |