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 3-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 | $35,690 | $172,111-79.3% | $150,298-76.3% | $137,256-74.0% |
| Participation rate | 16.7% | 81.7%-65.0pp | 77.8%-61.1pp | 80.0%-63.3pp |
| Annual return | 6934.92% | 69.37%+6865.5pp | 62.79%+6872.1pp | 220.34%+6714.6pp |
| Employer contribution / active EE | $321 | $4,636-93.1% | $4,154-92.3% | $4,156-92.3% |
| Participant deferral / active EE | $1,125 | $6,166-81.8% | $5,453-79.4% | $6,407-82.4% |
| Admin fee / account holder | $290 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |