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 6-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 | $53,684 | $172,111-68.8% | $150,298-64.3% | $137,256-60.9% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 59.84% | 69.37%-9.5pp | 62.79%-2.9pp | 220.34%-160.5pp |
| Employer contribution / active EE | $413 | $4,636-91.1% | $4,154-90.1% | $4,156-90.1% |
| Participant deferral / active EE | $413 | $6,166-93.3% | $5,453-92.4% | $6,407-93.6% |
| Admin fee / account holder | $183 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |