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 | $10,576 | $114,381-90.8% | $107,525-90.2% | $142,382-92.6% |
| Participation rate | 38.5% | 78.1%-39.7pp | 75.1%-36.6pp | 80.1%-41.7pp |
| Annual return | 24.50% | 242.71%-218.2pp | 181.32%-156.8pp | 217.08%-192.6pp |
| Employer contribution / active EE | $343 | $4,015-91.4% | $3,754-90.9% | $4,299-92.0% |
| Participant deferral / active EE | $892 | $5,564-84.0% | $5,116-82.6% | $6,507-86.3% |
| Admin fee / account holder | $64 | $9,860-99.3% | $8,919-99.3% | $12,624-99.5% |