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 | $32,611 | $117,983-72.4% | $101,794-68.0% | $142,382-77.1% |
| Participation rate | 18.8% | 74.2%-55.5pp | 69.2%-50.4pp | 80.1%-61.4pp |
| Annual return | 21.09% | 36.92%-15.8pp | 30.53%-9.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $372 | $2,773-86.6% | $2,289-83.8% | $4,299-91.3% |
| Participant deferral / active EE | $568 | $4,714-87.9% | $4,084-86.1% | $6,507-91.3% |
| Admin fee / account holder | $20 | $10,433-99.8% | $8,777-99.8% | $12,624-99.8% |