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 7-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 | $54,879 | $166,020-66.9% | $164,866-66.7% | $145,959-62.4% |
| Participation rate | 36.4% | 82.0%-45.6pp | 78.6%-42.2pp | 80.3%-43.9pp |
| Annual return | 12.85% | 100.08%-87.2pp | 69.97%-57.1pp | 561.95%-549.1pp |
| Employer contribution / active EE | $1,009 | $5,275-80.9% | $4,343-76.8% | $4,661-78.3% |
| Participant deferral / active EE | $1,850 | $6,961-73.4% | $6,033-69.3% | $6,689-72.3% |
| Admin fee / account holder | $287 | $16,644-98.3% | $12,689-97.7% | $13,398-97.9% |