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 9-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 | $33,865 | $109,817-69.2% | $98,442-65.6% | $167,490-79.8% |
| Participation rate | 5.6% | 75.8%-70.3pp | 73.3%-67.8pp | 82.1%-76.5pp |
| Annual return | 10.56% | 1956.69%-1946.1pp | 1492.73%-1482.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $111 | $3,224-96.6% | $2,960-96.2% | $4,837-97.7% |
| Participant deferral / active EE | $139 | $4,673-97.0% | $4,276-96.8% | $6,341-97.8% |
| Admin fee / account holder | $149 | $6,753-97.8% | $5,949-97.5% | $12,309-98.8% |