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 | $162,122 | $210,648-23.0% | $177,989-8.9% | $145,922+11.1% |
| Participation rate | 10.5% | 80.8%-70.2pp | 77.1%-66.6pp | 80.3%-69.8pp |
| Annual return | 19.44% | 385.86%-366.4pp | 294.48%-275.0pp | 561.29%-541.8pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $774 | $6,958-88.9% | $6,276-87.7% | $6,688-88.4% |
| Admin fee / account holder | $100 | $12,013-99.2% | $10,363-99.0% | $13,397-99.3% |