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 8-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 | $116,579 | $228,332-48.9% | $185,823-37.3% | $158,922-26.6% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 10.35% | 40.80%-30.5pp | 35.95%-25.6pp | 302.83%-292.5pp |
| Employer contribution / active EE | $467 | $4,967-90.6% | $4,087-88.6% | $4,761-90.2% |
| Participant deferral / active EE | $623 | $6,415-90.3% | $5,632-88.9% | $5,982-89.6% |
| Admin fee / account holder | $49 | $11,864-99.6% | $9,500-99.5% | $11,246-99.6% |