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 | $56,103 | $162,781-65.5% | $133,956-58.1% | $158,922-64.7% |
| Participation rate | 17.6% | 83.2%-65.6pp | 79.8%-62.2pp | 82.0%-64.3pp |
| Annual return | 25.12% | 41.94%-16.8pp | 45.09%-20.0pp | 302.83%-277.7pp |
| Employer contribution / active EE | $324 | $4,975-93.5% | $3,919-91.7% | $4,761-93.2% |
| Participant deferral / active EE | $1,166 | $5,911-80.3% | $5,048-76.9% | $5,982-80.5% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |