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 9-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 | $38,485 | $69,207-44.4% | $64,056-39.9% | $139,434-72.4% |
| Participation rate | 25.0% | 75.6%-50.6pp | 72.3%-47.3pp | 80.3%-55.3pp |
| Annual return | 18.08% | 45.88%-27.8pp | 33.69%-15.6pp | 372.94%-354.9pp |
| Employer contribution / active EE | $116 | $3,182-96.4% | $2,747-95.8% | $4,751-97.6% |
| Participant deferral / active EE | $116 | $4,682-97.5% | $3,880-97.0% | $6,710-98.3% |
| Admin fee / account holder | $15 | $4,244-99.6% | $3,068-99.5% | $11,403-99.9% |