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 4-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 | $94,701 | $159,901-40.8% | $146,958-35.6% | $145,922-35.1% |
| Participation rate | 21.4% | 84.0%-62.6pp | 82.2%-60.7pp | 80.3%-58.8pp |
| Annual return | 15.36% | 98.13%-82.8pp | 418.34%-403.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $658 | $5,286-87.6% | $4,933-86.7% | $4,660-85.9% |
| Participant deferral / active EE | $1,193 | $8,428-85.8% | $8,070-85.2% | $6,688-82.2% |
| Admin fee / account holder | $28 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |