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 4-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 | $118,647 | $154,117-23.0% | $129,995-8.7% | $139,434-14.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 25.43% | 32.48%-7.0pp | -137.18%+162.6pp | 372.94%-347.5pp |
| Employer contribution / active EE | $240 | $5,289-95.5% | $4,320-94.4% | $4,751-94.9% |
| Participant deferral / active EE | $240 | $6,710-96.4% | $5,820-95.9% | $6,710-96.4% |
| Admin fee / account holder | $166 | $14,007-98.8% | $10,614-98.4% | $11,403-98.5% |