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 6-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 | $37,377 | $74,927-50.1% | $101,794-63.3% | $84,808-55.9% |
| Participation rate | 19.2% | 61.4%-42.2pp | 69.2%-50.0pp | 68.3%-49.1pp |
| Annual return | 19.19% | 18.70%+0.5pp | 30.53%-11.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $310 | $1,522-79.6% | $2,289-86.5% | $2,631-88.2% |
| Participant deferral / active EE | $854 | $3,099-72.4% | $4,084-79.1% | $4,212-79.7% |
| Admin fee / account holder | $103 | $6,514-98.4% | $8,777-98.8% | $7,344-98.6% |