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 8-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 | $39,370 | $209,411-81.2% | $178,490-77.9% | $158,922-75.2% |
| Participation rate | 35.7% | 86.3%-50.6pp | 81.9%-46.2pp | 82.0%-46.2pp |
| Annual return | 19.16% | 188.75%-169.6pp | 151.07%-131.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $655 | $5,706-88.5% | $5,011-86.9% | $4,761-86.3% |
| Participant deferral / active EE | $1,469 | $5,954-75.3% | $5,202-71.8% | $5,982-75.4% |
| Admin fee / account holder | $270 | $17,074-98.4% | $13,984-98.1% | $11,246-97.6% |