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 6-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 | $22,702 | $110,257-79.4% | $96,544-76.5% | $139,434-83.7% |
| Participation rate | 12.5% | 78.1%-65.6pp | 76.0%-63.5pp | 80.3%-67.8pp |
| Annual return | 14.12% | 26.32%-12.2pp | 25.84%-11.7pp | 372.94%-358.8pp |
| Employer contribution / active EE | $50 | $3,620-98.6% | $2,965-98.3% | $4,751-98.9% |
| Participant deferral / active EE | $650 | $5,548-88.3% | $4,851-86.6% | $6,710-90.3% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |