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 | $79,744 | $173,340-54.0% | $136,007-41.4% | $145,959-45.4% |
| Participation rate | 28.6% | 80.5%-51.9pp | 76.5%-47.9pp | 80.3%-51.7pp |
| Annual return | 8.53% | 1163.32%-1154.8pp | 579.32%-570.8pp | 561.95%-553.4pp |
| Employer contribution / active EE | $673 | $5,275-87.2% | $4,215-84.0% | $4,661-85.6% |
| Participant deferral / active EE | $1,543 | $8,699-82.3% | $7,024-78.0% | $6,689-76.9% |
| Admin fee / account holder | $196 | $9,954-98.0% | $6,858-97.1% | $13,398-98.5% |