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 | $66,721 | $183,519-63.6% | $155,509-57.1% | $145,922-54.3% |
| Participation rate | 33.3% | 82.7%-49.3pp | 78.2%-44.9pp | 80.3%-46.9pp |
| Annual return | 18.36% | 61.17%-42.8pp | 64.67%-46.3pp | 561.29%-542.9pp |
| Employer contribution / active EE | $464 | $5,313-91.3% | $4,672-90.1% | $4,660-90.0% |
| Participant deferral / active EE | $464 | $6,462-92.8% | $5,626-91.8% | $6,688-93.1% |
| Admin fee / account holder | $91 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |