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 | $31,838 | $148,534-78.6% | $135,903-76.6% | $139,434-77.2% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 1428.45% | 79.19%+1349.3pp | 68.23%+1360.2pp | 372.94%+1055.5pp |
| Employer contribution / active EE | $311 | $5,243-94.1% | $4,856-93.6% | $4,751-93.4% |
| Participant deferral / active EE | $560 | $8,100-93.1% | $7,758-92.8% | $6,710-91.7% |
| Admin fee / account holder | $188 | $12,400-98.5% | $10,762-98.3% | $11,403-98.4% |