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 | $162,692 | $165,984-2.0% | $164,813-1.3% | $145,922+11.5% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 15.23% | 100.03%-84.8pp | 69.93%-54.7pp | 561.29%-546.1pp |
| Employer contribution / active EE | $26 | $5,273-99.5% | $4,341-99.4% | $4,660-99.4% |
| Participant deferral / active EE | $643 | $6,959-90.8% | $6,031-89.3% | $6,688-90.4% |
| Admin fee / account holder | $221 | $16,648-98.7% | $12,690-98.3% | $13,397-98.4% |