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 | $26,642 | $185,822-85.7% | $169,993-84.3% | $139,434-80.9% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 13.08% | 60.50%-47.4pp | 53.37%-40.3pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,246 | $7,590-83.6% | $6,785-81.6% | $4,751-73.8% |
| Participant deferral / active EE | $1,246 | $11,622-89.3% | $10,408-88.0% | $6,710-81.4% |
| Admin fee / account holder | $274 | $15,381-98.2% | $12,815-97.9% | $11,403-97.6% |