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 | $30,287 | $110,257-72.5% | $96,544-68.6% | $139,434-78.3% |
| Participation rate | 55.0% | 78.1%-23.1pp | 76.0%-21.0pp | 80.3%-25.3pp |
| Annual return | 159.51% | 26.32%+133.2pp | 25.84%+133.7pp | 372.94%-213.4pp |
| Employer contribution / active EE | $747 | $3,620-79.4% | $2,965-74.8% | $4,751-84.3% |
| Participant deferral / active EE | $1,237 | $5,548-77.7% | $4,851-74.5% | $6,710-81.6% |
| Admin fee / account holder | $128 | $11,591-98.9% | $8,252-98.4% | $11,403-98.9% |