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 | $72,694 | $217,402-66.6% | $185,823-60.9% | $167,490-56.6% |
| Participation rate | 18.2% | 86.0%-67.9pp | 81.7%-63.5pp | 82.1%-63.9pp |
| Annual return | 15.58% | 148.36%-132.8pp | 122.05%-106.5pp | 478.56%-463.0pp |
| Employer contribution / active EE | $124 | $5,873-97.9% | $5,167-97.6% | $4,837-97.4% |
| Participant deferral / active EE | $33 | $6,356-99.5% | $5,568-99.4% | $6,341-99.5% |
| Admin fee / account holder | $115 | $19,811-99.4% | $16,237-99.3% | $12,309-99.1% |