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 | $69,855 | $95,971-27.2% | $74,550-6.3% | $135,375-48.4% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | 40.57% | 56.96%-16.4pp | 32.53%+8.0pp | 519.73%-479.2pp |
| Employer contribution / active EE | $228 | $2,716-91.6% | $1,961-88.4% | $4,779-95.2% |
| Participant deferral / active EE | $228 | $3,843-94.1% | $3,108-92.7% | $5,609-95.9% |
| Admin fee / account holder | $113 | $6,522-98.3% | $5,060-97.8% | $10,827-99.0% |