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 | $53,672 | $157,256-65.9% | $141,162-62.0% | $152,861-64.9% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 113.68% | 64.32%+49.4pp | 71.39%+42.3pp | 345.32%-231.6pp |
| Employer contribution / active EE | $333 | $5,261-93.7% | $4,735-93.0% | $4,762-93.0% |
| Participant deferral / active EE | $1,347 | $7,109-81.1% | $6,709-79.9% | $5,850-77.0% |
| Admin fee / account holder | $128 | $12,120-98.9% | $10,261-98.8% | $11,596-98.9% |