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 6-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 | $38,423 | $167,307-77.0% | $143,757-73.3% | $134,475-71.4% |
| Participation rate | 9.5% | 84.8%-75.3pp | 80.3%-70.8pp | 81.2%-71.7pp |
| Annual return | 1147.44% | 0.46%+1147.0pp | -0.04%+1147.5pp | 417.96%+729.5pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $644 | $6,446-90.0% | $5,637-88.6% | $6,400-89.9% |
| Admin fee / account holder | $244 | $18,088-98.7% | $14,673-98.3% | $11,426-97.9% |