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 | $38,092 | $148,534-74.4% | $135,903-72.0% | $139,434-72.7% |
| Participation rate | 7.7% | 83.9%-76.2pp | 81.9%-74.2pp | 80.3%-72.6pp |
| Annual return | 39.90% | 79.19%-39.3pp | 68.23%-28.3pp | 372.94%-333.0pp |
| Employer contribution / active EE | $99 | $5,243-98.1% | $4,856-98.0% | $4,751-97.9% |
| Participant deferral / active EE | $1,040 | $8,100-87.2% | $7,758-86.6% | $6,710-84.5% |
| Admin fee / account holder | $285 | $12,400-97.7% | $10,762-97.4% | $11,403-97.5% |