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 6-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 | $24,017 | $176,056-86.4% | $159,436-84.9% | $167,490-85.7% |
| Participation rate | 33.3% | 84.9%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 17.27% | 331.75%-314.5pp | 263.57%-246.3pp | 478.56%-461.3pp |
| Employer contribution / active EE | $663 | $5,297-87.5% | $4,829-86.3% | $4,837-86.3% |
| Participant deferral / active EE | $2,493 | $7,750-67.8% | $7,352-66.1% | $6,341-60.7% |
| Admin fee / account holder | $64 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |