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 8-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 | $24,128 | $107,334-77.5% | $92,893-74.0% | $152,861-84.2% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.4%-39.6pp |
| Annual return | 16.64% | 145.58%-128.9pp | 109.41%-92.8pp | 345.32%-328.7pp |
| Employer contribution / active EE | $473 | $4,221-88.8% | $3,653-87.1% | $4,762-90.1% |
| Participant deferral / active EE | $473 | $4,845-90.2% | $4,236-88.8% | $5,850-91.9% |
| Admin fee / account holder | $248 | $7,079-96.5% | $5,794-95.7% | $11,596-97.9% |