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 | $107,575 | $81,248+32.4% | $155,509-30.8% | $80,856+33.0% |
| Participation rate | 3.9% | 66.2%-62.3pp | 78.2%-74.3pp | 67.6%-63.7pp |
| Annual return | 13.31% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $240 | $3,100-92.3% | $4,672-94.9% | $2,755-91.3% |
| Participant deferral / active EE | $240 | $3,452-93.0% | $5,626-95.7% | $4,296-94.4% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |