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 | $38,338 | $111,535-65.6% | $105,223-63.6% | $137,256-72.1% |
| Participation rate | 27.3% | 78.1%-50.8pp | 75.0%-47.8pp | 80.0%-52.7pp |
| Annual return | 15.53% | 237.85%-222.3pp | 180.65%-165.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $597 | $3,939-84.9% | $3,689-83.8% | $4,156-85.6% |
| Participant deferral / active EE | $746 | $5,500-86.4% | $5,072-85.3% | $6,407-88.4% |
| Admin fee / account holder | $292 | $9,721-97.0% | $8,859-96.7% | $12,270-97.6% |