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 9-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 | $65,539 | $198,466-67.0% | $170,442-61.5% | $147,584-55.6% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 14.46% | 257.29%-242.8pp | 205.93%-191.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,295 | $6,184-79.1% | $5,433-76.2% | $4,876-73.4% |
| Participant deferral / active EE | $1,295 | $5,629-77.0% | $4,939-73.8% | $5,439-76.2% |
| Admin fee / account holder | $5 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |