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 | $49,476 | $80,717-38.7% | $154,803-68.0% | $84,808-41.7% |
| Participation rate | 11.4% | 66.8%-55.4pp | 78.1%-66.7pp | 68.3%-56.9pp |
| Annual return | 18.25% | 37.96%-19.7pp | 58.88%-40.6pp | 40.90%-22.7pp |
| Employer contribution / active EE | $62 | $2,761-97.7% | $4,305-98.5% | $2,631-97.6% |
| Participant deferral / active EE | $758 | $3,303-77.1% | $5,540-86.3% | $4,212-82.0% |
| Admin fee / account holder | $41 | $6,746-99.4% | $14,329-99.7% | $7,344-99.4% |