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 9-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 | $43,374 | $68,719-36.9% | $91,541-52.6% | $84,808-48.9% |
| Participation rate | 13.6% | 64.5%-50.9pp | 69.8%-56.1pp | 68.3%-54.7pp |
| Annual return | 20.06% | 19.12%+0.9pp | 20.50%-0.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $147 | $1,920-92.3% | $2,505-94.1% | $2,631-94.4% |
| Participant deferral / active EE | $325 | $3,136-89.6% | $4,008-91.9% | $4,212-92.3% |
| Admin fee / account holder | $20 | $5,786-99.7% | $6,956-99.7% | $7,344-99.7% |