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 | $24,053 | $115,770-79.2% | $101,248-76.2% | $158,922-84.9% |
| Participation rate | 15.0% | 79.4%-64.4pp | 75.8%-60.8pp | 82.0%-67.0pp |
| Annual return | 23.47% | 56.14%-32.7pp | 46.47%-23.0pp | 302.83%-279.4pp |
| Employer contribution / active EE | $231 | $4,175-94.5% | $3,660-93.7% | $4,761-95.1% |
| Participant deferral / active EE | $668 | $4,957-86.5% | $4,370-84.7% | $5,982-88.8% |
| Admin fee / account holder | $62 | $7,245-99.1% | $5,945-99.0% | $11,246-99.4% |