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 4-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 | $22,503 | $106,515-78.9% | $96,683-76.7% | $139,434-83.9% |
| Participation rate | 29.2% | 77.8%-48.7pp | 74.3%-45.2pp | 80.3%-51.2pp |
| Annual return | 2477.61% | 38.43%+2439.2pp | 35.69%+2441.9pp | 372.94%+2104.7pp |
| Employer contribution / active EE | $771 | $4,103-81.2% | $3,737-79.4% | $4,751-83.8% |
| Participant deferral / active EE | $991 | $5,454-81.8% | $4,878-79.7% | $6,710-85.2% |
| Admin fee / account holder | $99 | $7,877-98.7% | $6,730-98.5% | $11,403-99.1% |