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 | $31,596 | $140,940-77.6% | $112,229-71.8% | $139,434-77.3% |
| Participation rate | 30.8% | 79.2%-48.4pp | 72.4%-41.7pp | 80.3%-49.5pp |
| Annual return | 18.47% | 32.71%-14.2pp | 30.20%-11.7pp | 372.94%-354.5pp |
| Employer contribution / active EE | $645 | $4,283-84.9% | $3,430-81.2% | $4,751-86.4% |
| Participant deferral / active EE | $830 | $5,874-85.9% | $4,798-82.7% | $6,710-87.6% |
| Admin fee / account holder | $11 | $9,954-99.9% | $7,748-99.9% | $11,403-99.9% |