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 | $72,004 | $171,164-57.9% | $127,761-43.6% | $152,861-52.9% |
| Participation rate | 19.0% | 83.4%-64.4pp | 79.0%-59.9pp | 82.4%-63.4pp |
| Annual return | 20.87% | 23.54%-2.7pp | 26.14%-5.3pp | 345.32%-324.4pp |
| Employer contribution / active EE | $626 | $5,447-88.5% | $4,574-86.3% | $4,762-86.8% |
| Participant deferral / active EE | $937 | $7,038-86.7% | $6,021-84.4% | $5,850-84.0% |
| Admin fee / account holder | $15 | $14,530-99.9% | $9,395-99.8% | $11,596-99.9% |