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 8-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 | $36,889 | $165,335-77.7% | $149,696-75.4% | $158,922-76.8% |
| Participation rate | 18.2% | 84.6%-66.4pp | 82.5%-64.3pp | 82.0%-63.8pp |
| Annual return | 27.33% | 348.15%-320.8pp | 276.60%-249.3pp | 302.83%-275.5pp |
| Employer contribution / active EE | $733 | $5,103-85.6% | $4,644-84.2% | $4,761-84.6% |
| Participant deferral / active EE | $1,614 | $7,181-77.5% | $6,842-76.4% | $5,982-73.0% |
| Admin fee / account holder | $217 | $10,807-98.0% | $9,309-97.7% | $11,246-98.1% |