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 | $134,459 | $227,553-40.9% | $189,557-29.1% | $167,490-19.7% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 14.54% | 78.40%-63.9pp | 64.17%-49.6pp | 478.56%-464.0pp |
| Employer contribution / active EE | $464 | $5,316-91.3% | $4,412-89.5% | $4,837-90.4% |
| Participant deferral / active EE | $618 | $7,002-91.2% | $6,174-90.0% | $6,341-90.3% |
| Admin fee / account holder | $34 | $11,878-99.7% | $9,807-99.7% | $12,309-99.7% |