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 | $35,363 | $72,277-51.1% | $101,248-65.1% | $79,858-55.7% |
| Participation rate | 4.2% | 68.5%-64.3pp | 75.8%-71.6pp | 69.6%-65.5pp |
| Annual return | 30.61% | 22.30%+8.3pp | 46.47%-15.9pp | 31.71%-1.1pp |
| Employer contribution / active EE | $206 | $2,692-92.4% | $3,660-94.4% | $2,471-91.7% |
| Participant deferral / active EE | $389 | $3,282-88.1% | $4,370-91.1% | $3,740-89.6% |
| Admin fee / account holder | $157 | $4,400-96.4% | $5,945-97.4% | $5,306-97.0% |