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 | $48,125 | $189,613-74.6% | $167,512-71.3% | $142,382-66.2% |
| Participation rate | 50.0% | 80.1%-30.1pp | 77.1%-27.1pp | 80.1%-30.1pp |
| Annual return | 10.96% | 2024.68%-2013.7pp | 1615.79%-1604.8pp | 217.08%-206.1pp |
| Employer contribution / active EE | $204 | $4,349-95.3% | $3,882-94.7% | $4,299-95.3% |
| Participant deferral / active EE | $255 | $6,981-96.3% | $6,405-96.0% | $6,507-96.1% |
| Admin fee / account holder | $299 | $10,528-97.2% | $9,769-96.9% | $12,624-97.6% |