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 | $39,411 | $202,318-80.5% | $172,739-77.2% | $152,861-74.2% |
| Participation rate | 29.4% | 87.1%-57.6pp | 82.6%-53.2pp | 82.4%-53.0pp |
| Annual return | 44.14% | 1029.65%-985.5pp | 802.84%-758.7pp | 345.32%-301.2pp |
| Employer contribution / active EE | $305 | $5,856-94.8% | $5,143-94.1% | $4,762-93.6% |
| Participant deferral / active EE | $352 | $5,948-94.1% | $5,198-93.2% | $5,850-94.0% |
| Admin fee / account holder | $13 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |