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 | $46,303 | $165,984-72.1% | $164,813-71.9% | $145,922-68.3% |
| Participation rate | 14.3% | 82.0%-67.7pp | 78.6%-64.3pp | 80.3%-66.0pp |
| Annual return | 14.70% | 100.03%-85.3pp | 69.93%-55.2pp | 561.29%-546.6pp |
| Employer contribution / active EE | $438 | $5,273-91.7% | $4,341-89.9% | $4,660-90.6% |
| Participant deferral / active EE | $1,947 | $6,959-72.0% | $6,031-67.7% | $6,688-70.9% |
| Admin fee / account holder | $38 | $16,648-99.8% | $12,690-99.7% | $13,397-99.7% |