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 | $114,591 | $109,881+4.3% | $150,045-23.6% | $84,808+35.1% |
| Participation rate | 7.0% | 76.1%-69.0pp | 82.3%-75.3pp | 68.3%-61.3pp |
| Annual return | 24.19% | 28.25%-4.1pp | 62.55%-38.4pp | 40.90%-16.7pp |
| Employer contribution / active EE | $87 | $3,561-97.6% | $4,693-98.2% | $2,631-96.7% |
| Participant deferral / active EE | $696 | $6,636-89.5% | $7,997-91.3% | $4,212-83.5% |
| Admin fee / account holder | $4 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |