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 8-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 | $30,874 | $209,411-85.3% | $178,490-82.7% | $158,922-80.6% |
| Participation rate | 37.5% | 86.3%-48.8pp | 81.9%-44.4pp | 82.0%-44.5pp |
| Annual return | 18.59% | 188.75%-170.2pp | 151.07%-132.5pp | 302.83%-284.2pp |
| Employer contribution / active EE | $689 | $5,706-87.9% | $5,011-86.3% | $4,761-85.5% |
| Participant deferral / active EE | $1,406 | $5,954-76.4% | $5,202-73.0% | $5,982-76.5% |
| Admin fee / account holder | $4 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |