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 | $48,273 | $157,256-69.3% | $141,162-65.8% | $152,861-68.4% |
| Participation rate | 14.3% | 84.8%-70.5pp | 82.5%-68.2pp | 82.4%-68.2pp |
| Annual return | 25.09% | 64.32%-39.2pp | 71.39%-46.3pp | 345.32%-320.2pp |
| Employer contribution / active EE | $259 | $5,261-95.1% | $4,735-94.5% | $4,762-94.6% |
| Participant deferral / active EE | $647 | $7,109-90.9% | $6,709-90.4% | $5,850-88.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |