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 | $49,506 | $159,901-69.0% | $146,958-66.3% | $145,922-66.1% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 13.97% | 98.13%-84.2pp | 418.34%-404.4pp | 561.29%-547.3pp |
| Employer contribution / active EE | $530 | $5,286-90.0% | $4,933-89.3% | $4,660-88.6% |
| Participant deferral / active EE | $1,534 | $8,428-81.8% | $8,070-81.0% | $6,688-77.1% |
| Admin fee / account holder | $40 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |