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 | $114,381-66.5% | $107,525-64.3% | $142,382-73.1% |
| Participation rate | 27.3% | 78.1%-50.9pp | 75.1%-47.8pp | 80.1%-52.8pp |
| Annual return | 15.53% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $597 | $4,015-85.1% | $3,754-84.1% | $4,299-86.1% |
| Participant deferral / active EE | $746 | $5,564-86.6% | $5,116-85.4% | $6,507-88.5% |
| Admin fee / account holder | $292 | $9,860-97.0% | $8,919-96.7% | $12,624-97.7% |