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 7-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 | $33,940 | $209,832-83.8% | $189,513-82.1% | $167,490-79.7% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 17.82% | 748.27%-730.4pp | 555.15%-537.3pp | 478.56%-460.7pp |
| Employer contribution / active EE | $721 | $6,914-89.6% | $6,162-88.3% | $4,837-85.1% |
| Participant deferral / active EE | $2,908 | $8,935-67.5% | $8,221-64.6% | $6,341-54.1% |
| Admin fee / account holder | $131 | $14,293-99.1% | $12,045-98.9% | $12,309-98.9% |