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 5-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 | $108,079 | $159,901-32.4% | $146,958-26.5% | $145,922-25.9% |
| Participation rate | 30.8% | 84.0%-53.2pp | 82.2%-51.4pp | 80.3%-49.5pp |
| Annual return | 118.12% | 98.13%+20.0pp | 418.34%-300.2pp | 561.29%-443.2pp |
| Employer contribution / active EE | $404 | $5,286-92.4% | $4,933-91.8% | $4,660-91.3% |
| Participant deferral / active EE | $1,898 | $8,428-77.5% | $8,070-76.5% | $6,688-71.6% |
| Admin fee / account holder | $223 | $15,044-98.5% | $12,998-98.3% | $13,397-98.3% |