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 | $29,403 | $85,202-65.5% | $172,739-83.0% | $72,985-59.7% |
| Participation rate | 8.5% | 70.1%-61.5pp | 82.6%-74.1pp | 69.5%-60.9pp |
| Annual return | 20.28% | 27.32%-7.0pp | 802.84%-782.6pp | 81.00%-60.7pp |
| Employer contribution / active EE | $206 | $3,324-93.8% | $5,143-96.0% | $2,440-91.6% |
| Participant deferral / active EE | $388 | $3,260-88.1% | $5,198-92.5% | $3,607-89.2% |
| Admin fee / account holder | $15 | $5,884-99.7% | $13,954-99.9% | $5,124-99.7% |