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 7-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 | $35,813 | $157,256-77.2% | $141,162-74.6% | $152,861-76.6% |
| Participation rate | 9.1% | 84.8%-75.7pp | 82.5%-73.4pp | 82.4%-73.4pp |
| Annual return | 24.25% | 64.32%-40.1pp | 71.39%-47.1pp | 345.32%-321.1pp |
| Employer contribution / active EE | $418 | $5,261-92.1% | $4,735-91.2% | $4,762-91.2% |
| Participant deferral / active EE | $482 | $7,109-93.2% | $6,709-92.8% | $5,850-91.8% |
| Admin fee / account holder | $138 | $12,120-98.9% | $10,261-98.7% | $11,596-98.8% |