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 | $81,382 | $152,587-46.7% | $125,175-35.0% | $152,861-46.8% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.4%-32.4pp |
| Annual return | 43.78% | 54.84%-11.1pp | 43.79%0pp | 345.32%-301.5pp |
| Employer contribution / active EE | $24 | $4,946-99.5% | $3,865-99.4% | $4,762-99.5% |
| Participant deferral / active EE | $24 | $5,868-99.6% | $4,937-99.5% | $5,850-99.6% |
| Admin fee / account holder | $107 | $13,434-99.2% | $9,702-98.9% | $11,596-99.1% |