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 5-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 | $47,373 | $201,272-76.5% | $184,203-74.3% | $145,922-67.5% |
| Participation rate | 60.0% | 87.5%-27.5pp | 86.8%-26.8pp | 80.3%-20.3pp |
| Annual return | 28.91% | 29.00%-0.1pp | 28.81%+0.1pp | 561.29%-532.4pp |
| Employer contribution / active EE | $1,029 | $7,022-85.3% | $6,427-84.0% | $4,660-77.9% |
| Participant deferral / active EE | $1,901 | $9,806-80.6% | $9,131-79.2% | $6,688-71.6% |
| Admin fee / account holder | $89 | $16,364-99.5% | $13,901-99.4% | $13,397-99.3% |