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 7-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 | $70,644 | $99,877-29.3% | $84,966-16.9% | $145,922-51.6% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 6218.85% | 83.76%+6135.1pp | 66.38%+6152.5pp | 561.29%+5657.6pp |
| Employer contribution / active EE | $32 | $3,231-99.0% | $2,727-98.8% | $4,660-99.3% |
| Participant deferral / active EE | $32 | $5,291-99.4% | $4,519-99.3% | $6,688-99.5% |
| Admin fee / account holder | $37 | $7,248-99.5% | $6,149-99.4% | $13,397-99.7% |